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 INS. CO Service code 49 · EIN 04-1590850 | Other Services | $53,836 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $51,045 |
LPL FINANCIAL5 years Service code 17 · EIN 95-2834236 | Pension Consulting | $16,000 |
CITRIN COOPERMAN3 years Service code 10 · EIN 22-2428965 | Accounting | $6,301 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2466841 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,149 | $52,293-65.3% | $178,490-89.8% | $73,409-75.3% |
| Participation rate | 90.9% | 65.3%+25.6pp | 81.9%+9.0pp | 72.2%+18.7pp |
| Annual return | 21.02% | 34.75%-13.7pp | 151.07%-130.0pp | 59.29%-38.3pp |
| Employer contribution / active EE | $651 | $1,735-62.5% | $5,011-87.0% | $2,234-70.9% |
| Participant deferral / active EE | $1,841 | $2,332-21.1% | $5,202-64.6% | $3,805-51.6% |
| Admin fee / account holder | $132 | $127+3.6% | $13,984-99.1% | $158-16.5% |