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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $16,956 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,435 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 | Contract Administrator | $5,290 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 13 · EIN 04-1590850 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $33,519 | $36,916-9.2% | $156,549-78.6% | $57,658-41.9% |
| Participation rate | 38.4% | 63.4%-25.0pp | 84.0%-45.6pp | 70.2%-31.8pp |
| Annual return | 37.04% | 12.38%+24.7pp | 32.23%+4.8pp | 5.13%+31.9pp |
| Employer contribution / active EE | $320 | $1,571-79.7% | $5,501-94.2% | $1,974-83.8% |
| Participant deferral / active EE | $931 | $1,926-51.6% | $4,871-80.9% | $3,061-69.6% |
| Admin fee / account holder | $34 | $82-59.1% | $13,027-99.7% | $95-64.4% |