See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 55 · EIN 04-1590850 | Other Commissions | $32,780 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,074 | $62,267-37.2% | $110,238-64.6% | $55,725-29.9% |
| Participation rate | 62.4% | 78.1%-15.7pp | 79.8%-17.4pp | 70.9%-8.4pp |
| Annual return | -4.09% | -1.07%-3.0pp | 314.74%-318.8pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,967 | $1,941+1.3% | $3,826-48.6% | $2,078-5.4% |
| Participant deferral / active EE | $3,735 | $3,516+6.2% | $4,672-20.0% | $3,356+11.3% |
| Admin fee / account holder | $18 | $121-84.9% | $8,547-99.8% | $115-84.1% |