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 |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $238,709 |
LOCAL 1102 RWDSU2 years Filed as: LOCAL 3 NY ANNUITY BUFFALO Service code 10 · EIN 16-1184581 | Accounting | $69,708 |
Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $38,364 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $21,294 |
Filed as: ARCARA ZUCARELLI LENDA & STRAKA CPA Service code 10 · EIN 47-1793720 | Accounting | $17,731 |
Service code 29 · EIN 16-1278314 | Legal | $16,982 |
BAC LOCAL 3 UNION1 year Service code 49 · EIN 16-1612238 | Other Services | $6,134 |
Service code 49 · EIN 16-1005993 | Other Services | $5,042 |
LOCAL 1102 RWDSU2 years Filed as: LOCAL 3 NY ANNUITY ITHACA Service code 10 · EIN 16-1184581 | Accounting | $0 |
LOCAL 1102 RWDSU2 years Filed as: LOCAL 3 NY ANNUITY ROCHESTER Service code 14 · EIN 16-1184581 | Plan Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,854 | $221,442-81.6% | $92,233-55.7% | $77,958-47.6% |
| Participation rate | 82.2% | 79.6%+2.6pp | 76.5%+5.8pp | 71.6%+10.6pp |
| Annual return | 13.80% | 15.65%-1.8pp | 176.28%-162.5pp | 20.87%-7.1pp |
| Employer contribution / active EE | $1,316 | $3,226-59.2% | $3,679-64.2% | $2,310-43.0% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $159 | $210-24.1% | $5,194-96.9% | $97+63.4% |