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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $111,978 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $83,564 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 49 · EIN 04-1590850 | Other Services | $70,109 |
AMERICAN FUNDS2 years Service code 27 · EIN 95-1411037 | Advisory (Plan) | $0 |
Filed as: CARILLON FUNDS Service code 27 · EIN 59-2385219 | Advisory (Plan) | $0 |
GOLDMAN SACHS2 years Service code 27 | Advisory (Plan) | $0 |
INVESCO2 years Service code 27 · EIN 76-0343427 | Advisory (Plan) | $0 |
MAINSTAY2 years Service code 27 · EIN 52-2206685 | Advisory (Plan) | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 27 · EIN 04-3158862 | Advisory (Plan) | $0 |
PGIM INVESTMENTS2 years Service code 27 · EIN 22-3468527 | 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 | $67,485 | $62,543+7.9% | $83,333-19.0% | $55,725+21.1% |
| Participation rate | 97.6% | 78.4%+19.2pp | 77.8%+19.8pp | 70.9%+26.7pp |
| Annual return | -5.47% | 14.85%-20.3pp | 10.63%-16.1pp | 244.93%-250.4pp |
| Employer contribution / active EE | $3,438 | $2,427+41.6% | $3,379+1.8% | $2,078+65.4% |
| Participant deferral / active EE | $9,375 | $5,682+65.0% | $5,565+68.5% | $3,356+179.4% |
| Admin fee / account holder | $281 | $103+172.1% | $7,510-96.3% | $115+143.6% |