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) | $25,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,037 |
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 | $96,590 | $76,670+26.0% | $96,683-0.1% | $71,457+35.2% |
| Participation rate | 49.7% | 66.6%-16.8pp | 74.3%-24.6pp | 67.9%-18.2pp |
| Annual return | 19.45% | 48.29%-28.8pp | 35.69%-16.2pp | 28.85%-9.4pp |
| Employer contribution / active EE | $2,081 | $3,031-31.4% | $3,737-44.3% | $2,588-19.6% |
| Participant deferral / active EE | $5,306 | $3,771+40.7% | $4,878+8.8% | $4,289+23.7% |
| Admin fee / account holder | $394 | $2,028-80.6% | $6,730-94.1% | $1,587-75.2% |