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 10-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 INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $8,594 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,788 | $69,362+38.1% | $101,248-5.4% | $73,488+30.3% |
| Participation rate | 44.1% | 68.4%-24.3pp | 75.8%-31.7pp | 70.7%-26.6pp |
| Annual return | 17.08% | 18.46%-1.4pp | 46.47%-29.4pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,726 | $2,628-34.3% | $3,660-52.8% | $2,270-24.0% |
| Participant deferral / active EE | $3,821 | $3,300+15.8% | $4,370-12.6% | $3,740+2.2% |
| Admin fee / account holder | $108 | $704-84.6% | $5,945-98.2% | $513-78.9% |