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 | $21,300 |
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 | $84,622 | $91,517-7.5% | $101,248-16.4% | $73,409+15.3% |
| Participation rate | 96.1% | 73.8%+22.3pp | 75.8%+20.3pp | 72.2%+24.0pp |
| Annual return | 40.12% | 17.17%+23.0pp | 46.47%-6.4pp | 59.29%-19.2pp |
| Employer contribution / active EE | $4,053 | $2,877+40.9% | $3,660+10.8% | $2,234+81.5% |
| Participant deferral / active EE | $3,965 | $3,338+18.8% | $4,370-9.3% | $3,805+4.2% |
| Admin fee / account holder | $143 | $216-33.9% | $5,945-97.6% | $158-9.6% |