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 |
|---|---|---|
PPS PENSION & FINANCIAL SERVICES1+ years Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 13 · EIN 16-1062503 | Contract Administrator | $9,630 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,221 |
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 | $44,568 | $54,320-18.0% | $67,652-34.1% | $52,331-14.8% |
| Participation rate | 86.3% | 73.6%+12.7pp | 75.7%+10.6pp | 68.1%+18.2pp |
| Annual return | 0.75% | 6.81%-6.1pp | 6625.04%-6624.3pp | 4.54%-3.8pp |
| Employer contribution / active EE | $882 | $1,544-42.9% | $2,266-61.1% | $1,882-53.1% |
| Participant deferral / active EE | $2,779 | $2,950-5.8% | $3,560-21.9% | $3,022-8.1% |
| Admin fee / account holder | $43 | $527-91.8% | $4,821-99.1% | $592-92.7% |