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 |
|---|---|---|
BETE FOG NOZZLE, INC.1 year Service code 10 · EIN 04-2081490 | Accounting | $3,456 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,120 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 28 | Investment Management | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
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 | $87,587 | $60,165+45.6% | $74,183+18.1% | $55,167+58.8% |
| Participation rate | 97.6% | 74.2%+23.4pp | 76.6%+21.0pp | 69.0%+28.6pp |
| Annual return | 9.95% | 10.00%0pp | 17.74%-7.8pp | 169.23%-159.3pp |
| Employer contribution / active EE | $912 | $1,600-43.0% | $2,370-61.5% | $1,963-53.5% |
| Participant deferral / active EE | $4,286 | $2,973+44.2% | $3,550+20.7% | $3,054+40.3% |
| Admin fee / account holder | $32 | $419-92.3% | $5,586-99.4% | $504-93.6% |