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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,626 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: AFC PENSIONS INC. Service code 15 · EIN 04-2484178 | Recordkeeping | $6,500 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN FIDUCIARY CORPORATION Service code 13 | Contract Administrator | $2,259 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,430 | $70,083-78.0% | $59,878-74.2% | $55,725-72.3% |
| Participation rate | 85.2% | 78.4%+6.8pp | 74.7%+10.5pp | 70.9%+14.3pp |
| Annual return | 12.05% | 3.13%+8.9pp | 3.46%+8.6pp | 244.93%-232.9pp |
| Employer contribution / active EE | $740 | $2,878-74.3% | $2,722-72.8% | $2,078-64.4% |
| Participant deferral / active EE | $1,557 | $3,079-49.4% | $3,402-54.2% | $3,356-53.6% |
| Admin fee / account holder | $32 | $70-55.0% | $3,590-99.1% | $115-72.5% |