See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $27,500 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $18,389 |
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 | $64,376 | $56,443+14.1% | $83,848-23.2% | $55,725+15.5% |
| Participation rate | 97.2% | 72.0%+25.2pp | 76.1%+21.1pp | 70.9%+26.4pp |
| Annual return | -3.49% | 393.67%-397.2pp | 850.88%-854.4pp | 244.93%-248.4pp |
| Employer contribution / active EE | $2,885 | $2,682+7.6% | $3,631-20.6% | $2,078+38.8% |
| Participant deferral / active EE | $3,324 | $2,965+12.1% | $4,082-18.6% | $3,356-0.9% |
| Admin fee / account holder | $134 | $156-14.1% | $5,478-97.5% | $115+16.6% |