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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,318 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $23,483 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,548 | $64,119+24.1% | $112,228-29.1% | $66,914+18.9% |
| Participation rate | 48.1% | 68.5%-20.4pp | 75.1%-27.0pp | 69.8%-21.7pp |
| Annual return | -17.83% | -13.81%-4.0pp | 27.45%-45.3pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,967 | $3,005-34.5% | $3,635-45.9% | $2,544-22.7% |
| Participant deferral / active EE | $5,351 | $3,693+44.9% | $4,728+13.2% | $4,237+26.3% |
| Admin fee / account holder | $421 | $625-32.7% | $6,410-93.4% | $593-29.1% |