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 INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $12,304 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,982 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
NUVEEN3 years Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
RIDGEWORTH3 years Service code 52 · EIN 95-6981193 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1840883 | Indirect Investment Fees | $0 |
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 | $94,892 | $73,404+29.3% | $87,100+8.9% | $67,579+40.4% |
| Participation rate | 98.8% | 80.9%+17.9pp | 76.9%+21.9pp | 71.3%+27.5pp |
| Annual return | 24.52% | 48.29%-23.8pp | 28.19%-3.7pp | 378.56%-354.0pp |
| Employer contribution / active EE | $3,879 | $2,014+92.6% | $2,521+53.8% | $2,148+80.6% |
| Participant deferral / active EE | $6,957 | $3,913+77.8% | $4,049+71.8% | $3,539+96.6% |
| Admin fee / account holder | $18 | $142-87.6% | $7,497-99.8% | $142-87.7% |