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 52 · EIN 04-1590850 | Indirect Investment Fees | $131,163 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $37,863 |
Service code 17 · EIN 47-1411118 | Pension Consulting | $12,120 |
CITRIN COOPERMAN4 years Service code 10 · EIN 22-2428965 | Accounting | $12,075 |
LPL FINANCIAL6 years Service code 17 · EIN 95-2834236 | Pension Consulting | $7,880 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,012 | $56,485-64.6% | $185,823-89.2% | $86,799-76.9% |
| Participation rate | 91.7% | 65.5%+26.2pp | 81.7%+10.0pp | 72.3%+19.4pp |
| Annual return | 11.27% | 118.04%-106.8pp | 122.05%-110.8pp | 97.91%-86.6pp |
| Employer contribution / active EE | $650 | $1,843-64.7% | $5,167-87.4% | $2,405-73.0% |
| Participant deferral / active EE | $2,290 | $2,553-10.3% | $5,568-58.9% | $4,131-44.6% |
| Admin fee / account holder | $277 | $150+85.2% | $16,237-98.3% | $170+63.4% |