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 SERVICES2+ years Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 13 · EIN 16-1062503 | Contract Administrator | $11,437 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,444 |
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 | $50,093 | $60,165-16.7% | $74,183-32.5% | $55,167-9.2% |
| Participation rate | 95.5% | 74.2%+21.3pp | 76.6%+18.8pp | 69.0%+26.5pp |
| Annual return | 7.30% | 10.00%-2.7pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,035 | $1,600-35.3% | $2,370-56.3% | $1,963-47.2% |
| Participant deferral / active EE | $3,359 | $2,973+13.0% | $3,550-5.4% | $3,054+10.0% |
| Admin fee / account holder | $72 | $419-82.8% | $5,586-98.7% | $504-85.7% |