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 | $43,114 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,939 |
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 | $58,334 | $78,419-25.6% | $133,956-56.5% | $73,409-20.5% |
| Participation rate | 68.2% | 78.6%-10.4pp | 79.8%-11.6pp | 72.2%-4.0pp |
| Annual return | 19.73% | 33.35%-13.6pp | 45.09%-25.4pp | 59.29%-39.6pp |
| Employer contribution / active EE | $2,561 | $2,044+25.3% | $3,919-34.7% | $2,234+14.6% |
| Participant deferral / active EE | $4,877 | $3,925+24.2% | $5,048-3.4% | $3,805+28.1% |
| Admin fee / account holder | $13 | $161-91.7% | $8,927-99.8% | $158-91.5% |