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 |
|---|---|---|
CADARET GRANT & CO INC4+ years Filed as: CADARET GRANT AGENCY INC 16-1305463 Service code 53 | Insurance Commissions | $48,135 |
MENGEL, METZGER, BARR & CO. LLP4+ years Service code 10 · EIN 16-1092347 | Accounting | $14,500 |
SHEET METAL WORKERS LOCAL 1124+ years Service code 15 · EIN 16-0578131 | Recordkeeping | $12,059 |
SMW LOCAL 112 WELFARE FUND4+ years Service code 15 · EIN 16-6052225 | Recordkeeping | $9,378 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $257 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY 43-1819235 Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Filed as: AMERICAN FUNDS 95-1411037 Service code 52 | Indirect Investment Fees | $0 |
CADARET GRANT & CO INC4+ years Filed as: CADARET GRANT AGENCY INC Service code 53 · EIN 16-1305463 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,046 | $88,515-26.5% | $162,163-59.9% | $67,579-3.7% |
| Participation rate | 96.6% | 86.8%+9.8pp | 87.6%+9.1pp | 71.3%+25.3pp |
| Annual return | 9.26% | 27.04%-17.8pp | 115.59%-106.3pp | 378.56%-369.3pp |
| Employer contribution / active EE | $2,838 | $3,563-20.4% | $5,614-49.4% | $2,148+32.1% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $178 | $124+43.9% | $10,843-98.4% | $142+25.1% |