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 |
|---|---|---|
FIRST CLEARING LLC1 year Service code 55 | Other Commissions | $12,588 |
BLUM SHAPIRO1 year Service code 50 · EIN 06-1009205 | Direct Payment | $8,500 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $370 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 55 · EIN 95-2834236 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $128,239 | $73,638+74.1% | $95,952+33.6% | $73,488+74.5% |
| Participation rate | 93.2% | 76.2%+17.0pp | 77.1%+16.1pp | 70.7%+22.5pp |
| Annual return | 10.32% | 16.78%-6.5pp | 91.61%-81.3pp | 28.51%-18.2pp |
| Employer contribution / active EE | $1,325 | $1,863-28.9% | $2,541-47.9% | $2,270-41.7% |
| Participant deferral / active EE | $2,702 | $3,617-25.3% | $4,167-35.1% | $3,740-27.7% |
| Admin fee / account holder | $207 | $482-57.1% | $6,795-97.0% | $513-59.7% |