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 |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 ONE PARK AVENUE · NEW YORK, NY 10016 | Pension Consulting | $10,658 |
BALDWIN & BALDWIN PLLC4+ years Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85008 | Accounting | $7,800 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $6,558 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 72 | Other investment fees and expenses | $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 | $0 | $58,577-100.0% | $83,333-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 72.0%-72.0pp | 77.8%-77.8pp | 69.6%-69.6pp |
| Annual return | 0.51% | 9.65%-9.1pp | 10.63%-10.1pp | 7.63%-7.1pp |
| Employer contribution / active EE | $5,603 | $2,098+167.0% | $3,379+65.8% | $2,381+135.3% |
| Participant deferral / active EE | $0 | $4,654-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $9,275-100.0% | $7,510-100.0% | $4,888-100.0% |