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 27 · EIN 47-1411118 | Advisory (Plan) | $14,382 |
PPS PENSION & FINANCIAL SERVICES3+ years Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 13 · EIN 16-1062503 | Contract Administrator | $11,543 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,470 |
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 | $59,487 | $64,909-8.4% | $82,313-27.7% | $62,292-4.5% |
| Participation rate | 86.9% | 74.9%+12.0pp | 76.9%+10.0pp | 69.5%+17.3pp |
| Annual return | 15.58% | 21.18%-5.6pp | 25.88%-10.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,059 | $1,676-36.8% | $2,428-56.4% | $2,042-48.1% |
| Participant deferral / active EE | $3,717 | $3,103+19.8% | $3,706+0.3% | $3,169+17.3% |
| Admin fee / account holder | $180 | $440-59.0% | $5,608-96.8% | $479-62.4% |