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 | $22,327 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,519 | $82,917-21.0% | $103,333-36.6% | $77,643-15.6% |
| Participation rate | 86.3% | 71.6%+14.7pp | 74.5%+11.8pp | 70.6%+15.7pp |
| Annual return | 15.62% | 19.13%-3.5pp | 24.88%-9.3pp | 31.24%-15.6pp |
| Employer contribution / active EE | $2,374 | $3,552-33.2% | $3,868-38.6% | $2,726-12.9% |
| Participant deferral / active EE | $3,329 | $4,108-19.0% | $5,057-34.2% | $4,647-28.4% |
| Admin fee / account holder | $95 | $638-85.1% | $8,355-98.9% | $430-77.9% |