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 5-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 INSURANCE AGENCY, LLC Service code 55 · EIN 71-0294708 P.O. BOX 8089 · BOSTON, MA 02266 | Other Commissions | $8,537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,137 | $65,435-52.4% | $86,677-64.1% | $66,914-53.5% |
| Participation rate | 37.1% | 75.5%-38.3pp | 76.6%-39.5pp | 69.8%-32.7pp |
| Annual return | 13.68% | -10.89%+24.6pp | 35.91%-22.2pp | 1.58%+12.1pp |
| Employer contribution / active EE | $670 | $2,153-68.9% | $2,836-76.4% | $2,544-73.7% |
| Participant deferral / active EE | $2,316 | $4,100-43.5% | $4,656-50.3% | $4,237-45.3% |
| Admin fee / account holder | $129 | $642-79.9% | $7,493-98.3% | $593-78.2% |