See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $21,026 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,285 |
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 | $117,065 | $76,552+52.9% | $123,892-5.5% | $62,891+86.1% |
| Participation rate | 89.4% | 73.0%+16.4pp | 81.4%+8.0pp | 69.3%+20.1pp |
| Annual return | 7.27% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,091 | $2,883-62.1% | $4,617-76.4% | $2,281-52.1% |
| Participant deferral / active EE | $6,717 | $4,840+38.8% | $5,984+12.3% | $3,203+109.7% |
| Admin fee / account holder | $10 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |