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 INC6+ years Filed as: CADARET GRANT AGENCY INC Service code 53 · EIN 16-1305463 | Insurance Commissions | $64,314 |
MENGEL, METZGER, BARR & CO. LLP6+ years Service code 10 · EIN 16-1092347 | Accounting | $15,300 |
SHEET METAL WORKERS LOCAL 1126+ years Service code 15 · EIN 16-0578131 | Recordkeeping | $12,709 |
SMW LOCAL 112 WELFARE FUND6+ years Service code 15 · EIN 16-6052225 | Recordkeeping | $10,235 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,125 | $111,491-24.5% | $189,513-55.6% | $86,799-3.1% |
| Participation rate | 95.2% | 87.3%+7.9pp | 87.8%+7.4pp | 72.3%+22.9pp |
| Annual return | 24.66% | 83.50%-58.8pp | 555.15%-530.5pp | 97.91%-73.2pp |
| Employer contribution / active EE | $3,239 | $3,951-18.0% | $6,162-47.4% | $2,405+34.7% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $171 | $189-9.2% | $12,045-98.6% | $170+1.0% |