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: METLIFE SECURITIES INC Service code 53 · EIN 13-3175978 | Insurance Commissions | $34,085 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $30,568 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 13-3745616 | Contract Administrator | $14,795 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,786 |
Filed as: MSI FINANCIAL SERVICES, INC. Service code 49 | Other Services | $6,417 |
Filed as: MSI FINANCIAL SERVICE, INC. Service code 49 · EIN 13-3175978 | Other Services | $0 |
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 | $15,021 | $36,916-59.3% | $156,549-90.4% | $57,658-73.9% |
| Participation rate | 91.4% | 63.4%+28.0pp | 84.0%+7.4pp | 70.2%+21.2pp |
| Annual return | 7.44% | 12.38%-4.9pp | 32.23%-24.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $768 | $1,571-51.1% | $5,501-86.0% | $1,974-61.1% |
| Participant deferral / active EE | $1,796 | $1,926-6.7% | $4,871-63.1% | $3,061-41.3% |
| Admin fee / account holder | $148 | $82+79.5% | $13,027-98.9% | $95+56.7% |