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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) | $32,413 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,956 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,375 | $80,724+19.4% | $103,333-6.7% | $74,495+29.4% |
| Participation rate | 53.5% | 65.7%-12.2pp | 74.5%-21.0pp | 67.2%-13.7pp |
| Annual return | 14.30% | 27.56%-13.3pp | 24.88%-10.6pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,982 | $3,157-37.2% | $3,868-48.8% | $2,623-24.4% |
| Participant deferral / active EE | $5,474 | $3,860+41.8% | $5,057+8.2% | $4,346+26.0% |
| Admin fee / account holder | $406 | $2,368-82.8% | $8,355-95.1% | $1,942-79.1% |