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 CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,227 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $12,747 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $3,060 |
AMERICAN FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,759 | $57,976-2.1% | $62,995-9.9% | $62,292-8.9% |
| Participation rate | 29.1% | 75.9%-46.8pp | 74.8%-45.7pp | 69.5%-40.4pp |
| Annual return | 14.73% | 17.54%-2.8pp | 87.57%-72.8pp | 28.90%-14.2pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,665 | $2,956-43.7% | $3,329-50.0% | $3,169-47.5% |
| Admin fee / account holder | $226 | $276-18.1% | $3,600-93.7% | $479-52.9% |