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 52 · EIN 04-1590850 | Indirect Investment Fees | $26,488 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $22,000 |
Filed as: THE ANGELL PENSION GROUP INC. Service code 13 | Contract Administrator | $16,822 |
AMERICAN FUNDS1 year Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 45-0515059 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $180,430 | $66,302+172.1% | $110,238+63.7% | $56,287+220.6% |
| Participation rate | 84.7% | 74.9%+9.8pp | 79.8%+4.9pp | 69.9%+14.9pp |
| Annual return | 2.41% | -1.18%+3.6pp | 314.74%-312.3pp | -9.96%+12.4pp |
| Employer contribution / active EE | $5,558 | $2,047+171.5% | $3,826+45.3% | $2,111+163.3% |
| Participant deferral / active EE | $5,693 | $3,381+68.4% | $4,672+21.9% | $3,350+70.0% |
| Admin fee / account holder | $365 | $698-47.8% | $8,547-95.7% | $521-30.0% |