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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 10 · EIN 04-1590850 | Accounting | $30,073 |
RAPHAEL AND RAPHAEL, LLP1+ years Filed as: RAPHAEL AND RAPHAEL Service code 10 · EIN 04-2206126 | Accounting | $0 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $151,138 | $63,924+136.4% | $108,579+39.2% | $55,167+174.0% |
| Participation rate | 87.1% | 74.3%+12.7pp | 79.6%+7.5pp | 69.0%+18.1pp |
| Annual return | -0.50% | 15.31%-15.8pp | -51.70%+51.2pp | 169.23%-169.7pp |
| Employer contribution / active EE | $5,336 | $1,879+184.0% | $3,758+42.0% | $1,963+171.9% |
| Participant deferral / active EE | $5,497 | $3,067+79.2% | $4,311+27.5% | $3,054+80.0% |
| Admin fee / account holder | $10 | $618-98.4% | $7,645-99.9% | $504-98.0% |