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 COMP Service code 55 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Other Commissions | $12,908 |
PASI, LLC7 years Service code 13 | Contract Administrator | $10,992 |
PASI, LLC9+ years Filed as: PASI LLC Service code 13 · EIN 26-1407927 | Contract Administrator | $1,710 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,344 | $61,272-63.5% | $149,673-85.1% | $71,457-68.7% |
| Participation rate | 86.3% | 62.5%+23.8pp | 78.8%+7.5pp | 67.9%+18.3pp |
| Annual return | 22.72% | 35.85%-13.1pp | 134.42%-111.7pp | 28.85%-6.1pp |
| Employer contribution / active EE | $909 | $2,378-61.8% | $4,818-81.1% | $2,588-64.9% |
| Participant deferral / active EE | $1,227 | $2,917-58.0% | $5,680-78.4% | $4,289-71.4% |
| Admin fee / account holder | $14 | $1,261-98.9% | $13,210-99.9% | $1,587-99.1% |