See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INSURANCE AGENCY LLC Service code 23 · EIN 04-3109325 | Insurance services | $7,502 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,462 | $63,442-66.2% | $68,791-68.8% | $66,914-67.9% |
| Participation rate | 34.5% | 60.0%-25.5pp | 69.0%-34.5pp | 69.8%-35.3pp |
| Annual return | -15.47% | -8.29%-7.2pp | -6.38%-9.1pp | 1.58%-17.1pp |
| Employer contribution / active EE | $927 | $1,775-47.7% | $2,655-65.1% | $2,544-63.5% |
| Participant deferral / active EE | $1,079 | $2,945-63.3% | $3,941-72.6% | $4,237-74.5% |
| Admin fee / account holder | $23 | $577-96.0% | $4,932-99.5% | $593-96.1% |