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 | $39,903 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $15,053 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1567889 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 49 · EIN 95-1411037 | Other Services | $0 |
BLACKROCK3 years Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
CALVERT3 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2466841 | Indirect Investment Fees | $0 |
INTAC ACTUARIAL SERVICES1 year Service code 13 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,007 | $53,822+69.1% | $75,696+20.2% | $85,850+6.0% |
| Participation rate | 69.5% | 69.1%+0.4pp | 74.8%-5.3pp | 69.3%+0.2pp |
| Annual return | 26.42% | 24.54%+1.9pp | 104.53%-78.1pp | 318.53%-292.1pp |
| Employer contribution / active EE | $1,918 | $2,017-4.9% | $2,743-30.1% | $2,565-25.2% |
| Participant deferral / active EE | $4,145 | $2,895+43.2% | $3,821+8.5% | $3,952+4.9% |
| Admin fee / account holder | $505 | $3,343-84.9% | $3,619-86.0% | $6,260-91.9% |