See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Advisory (Plan) | $18,000 |
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 | $108,870 | $105,181+3.5% | $159,436-31.7% | $85,850+26.8% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.8%+14.4pp | 69.3%+27.9pp |
| Annual return | 15.15% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $8,906 | $3,318+168.4% | $4,829+84.4% | $2,565+247.2% |
| Participant deferral / active EE | $7,631 | $5,945+28.4% | $7,352+3.8% | $3,952+93.1% |
| Admin fee / account holder | $71 | $6,933-99.0% | $10,799-99.3% | $6,260-98.9% |