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 | $65,803 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,433 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,558 | $71,142-16.3% | $119,609-50.2% | $64,808-8.1% |
| Participation rate | 66.8% | 78.6%-11.8pp | 79.3%-12.5pp | 71.5%-4.7pp |
| Annual return | -15.47% | -10.01%-5.5pp | -14.97%-0.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,856 | $2,497+14.4% | $4,232-32.5% | $2,506+14.0% |
| Participant deferral / active EE | $5,740 | $4,490+27.8% | $5,602+2.5% | $4,310+33.2% |
| Admin fee / account holder | $12 | $162-92.3% | $10,323-99.9% | $188-93.4% |