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 |
|---|---|---|
T R PAUL INC.3+ years Filed as: TR PAUL INC Service code 27 · EIN 06-0906361 | Advisory (Plan) | $2,025 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,932 |
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $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 | $48,282 | $50,385-4.2% | $75,670-36.2% | $62,292-22.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 14.25% | 19.90%-5.6pp | 27.34%-13.1pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,820 | $1,537+18.4% | $2,352-22.6% | $2,042-10.9% |
| Participant deferral / active EE | $3,254 | $2,445+33.1% | $3,142+3.6% | $3,169+2.7% |
| Admin fee / account holder | $23 | $384-94.0% | $5,800-99.6% | $479-95.2% |