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 |
|---|---|---|
SUNBRIDGE MANAGEMENT, INC.2 years Filed as: SUNBRIDGE MANAGEMENT INC. Service code 27 · EIN 20-3615381 | Advisory (Plan) | $9,911 |
Filed as: PPS PENSION SERVICES, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $5,611 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,950 |
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT & CO., INC. Service code 27 · EIN 22-2361254 | Advisory (Plan) | $842 |
PPS PENSION & FINANCIAL SERVICES4+ years Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 13 · EIN 16-1062503 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $37,596 | $66,302-43.3% | $110,238-65.9% | $56,287-33.2% |
| Participation rate | 43.1% | 74.9%-31.8pp | 79.8%-36.7pp | 69.9%-26.7pp |
| Annual return | -4.59% | -1.18%-3.4pp | 314.74%-319.3pp | -9.96%+5.4pp |
| Employer contribution / active EE | $195 | $2,047-90.5% | $3,826-94.9% | $2,111-90.8% |
| Participant deferral / active EE | $1,622 | $3,381-52.0% | $4,672-65.3% | $3,350-51.6% |
| Admin fee / account holder | $134 | $698-80.8% | $8,547-98.4% | $521-74.3% |