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 | $27,027 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,328 | $78,275+32.0% | $109,143-5.3% | $86,799+19.0% |
| Participation rate | 97.2% | 73.8%+23.4pp | 75.9%+21.3pp | 72.3%+24.9pp |
| Annual return | 12.85% | 19.14%-6.3pp | 25.75%-12.9pp | 97.91%-85.1pp |
| Employer contribution / active EE | $7,532 | $3,105+142.6% | $3,722+102.4% | $2,405+213.1% |
| Participant deferral / active EE | $4,710 | $3,641+29.4% | $4,653+1.2% | $4,131+14.0% |
| Admin fee / account holder | $174 | $198-12.5% | $6,752-97.4% | $170+2.4% |