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: MASS MUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $29,175 |
Filed as: LOCKTON INVESTEMENT ADVISORS Service code 27 · EIN 20-8874282 1295 STATE STREET · SPRINGFIELD, MA 01111 | Advisory (Plan) | $0 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 25-1759623 545 METRO PLACE SOUTH · DUBLIN, OH 43017 | Contract Administrator | $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 | $79,342 | $71,192+11.4% | $117,854-32.7% | $62,292+27.4% |
| Participation rate | 92.2% | 74.2%+18.0pp | 79.7%+12.6pp | 69.5%+22.7pp |
| Annual return | 15.26% | 18.66%-3.4pp | 335.08%-319.8pp | 28.90%-13.6pp |
| Employer contribution / active EE | $3,837 | $1,934+98.4% | $3,786+1.3% | $2,042+87.9% |
| Participant deferral / active EE | $10,089 | $3,189+216.4% | $4,482+125.1% | $3,169+218.4% |
| Admin fee / account holder | $191 | $587-67.5% | $8,020-97.6% | $479-60.1% |