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 60 · EIN 04-2647786 | Sub-TA Fees | $20,422 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,266 | $92,971-6.1% | $96,683-9.7% | $74,419+17.3% |
| Participation rate | 98.9% | 71.5%+27.3pp | 74.3%+24.6pp | 70.7%+28.2pp |
| Annual return | 13.80% | 37.49%-23.7pp | 35.69%-21.9pp | 34.38%-20.6pp |
| Employer contribution / active EE | $10,164 | $3,426+196.7% | $3,737+172.0% | $2,637+285.4% |
| Participant deferral / active EE | $5,588 | $3,970+40.7% | $4,878+14.5% | $4,528+23.4% |
| Admin fee / account holder | $137 | $633-78.4% | $6,730-98.0% | $348-60.6% |