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 INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $34,320 |
Filed as: MORGAN STANLEY WEALTH MGMT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $10,317 |
THE ANGELL PENSION GROUP, INC.7+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $5,228 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 53 · EIN 26-4310844 | Insurance Commissions | $4,171 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $360 |
ALGER5 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
PIMCO FUNDS5 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE Service code 52 · EIN 20-0001631 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,953 | $65,061-73.9% | $143,757-88.2% | $66,914-74.7% |
| Participation rate | 79.2% | 65.2%+14.0pp | 80.3%-1.1pp | 69.8%+9.4pp |
| Annual return | -16.49% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $192 | $2,361-91.9% | $4,951-96.1% | $2,544-92.5% |
| Participant deferral / active EE | $2,810 | $2,919-3.7% | $5,637-50.2% | $4,237-33.7% |
| Admin fee / account holder | $114 | $502-77.3% | $14,673-99.2% | $593-80.8% |