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 |
|---|---|---|
ACP INVESTMENTS LLC1 year Service code 53 · EIN 20-4506741 | Insurance Commissions | $31,145 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $12,565 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $785 |
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 | $79,393 | $70,083+13.3% | $59,878+32.6% | $55,725+42.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | 8.45% | 3.13%+5.3pp | 3.46%+5.0pp | 244.93%-236.5pp |
| Employer contribution / active EE | $6,607 | $2,878+129.5% | $2,722+142.8% | $2,078+217.9% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $2 | $70-96.6% | $3,590-99.9% | $115-98.0% |