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 INVESTORS SERVICES LLC Service code 26 | Advisory (Participants) | $14,436 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,870 | $28,601-16.5% | $71,735-66.7% | $66,914-64.3% |
| Participation rate | 44.3% | 56.7%-12.3pp | 62.3%-18.0pp | 69.8%-25.5pp |
| Annual return | -16.55% | -10.90%-5.7pp | 9.14%-25.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $317 | $1,104-71.3% | $1,704-81.4% | $2,544-87.5% |
| Participant deferral / active EE | $1,401 | $1,912-26.7% | $2,658-47.3% | $4,237-66.9% |
| Admin fee / account holder | $403 | $506-20.5% | $3,974-89.9% | $593-32.1% |