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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $325,983 |
AMERICAN FUNDS2+ years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2+ years Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
Filed as: MARIETTA WEALTH MANAGEMENT LLC Service code 27 | Advisory (Plan) | $0 |
MARIETTA WEALTH MANAGEMENT2+ years Filed as: MARIETTA WEALTH MANAGEMENT, LLC Service code 27 · EIN 47-5329166 | Advisory (Plan) | $0 |
QUALIFIED PLANS, LLC2+ years Filed as: QUALIFIED PLANS LLC Service code 13 | Contract Administrator | $0 |
QUALIFIED PLANS, LLC3+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $0 |
TIAA2+ years Filed as: TIAA-CREF Service code 52 · EIN 13-4055167 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD Service code 52 · EIN 52-0794097 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,937 | $96,458-90.7% | $136,294-93.4% | $77,958-88.5% |
| Participation rate | 95.6% | 75.4%+20.2pp | 81.9%+13.7pp | 71.6%+24.0pp |
| Annual return | 19.21% | 23.78%-4.6pp | 5155.94%-5136.7pp | 20.87%-1.7pp |
| Employer contribution / active EE | $805 | $3,144-74.4% | $4,695-82.9% | $2,310-65.2% |
| Participant deferral / active EE | $1,243 | $5,902-78.9% | $6,247-80.1% | $3,537-64.8% |
| Admin fee / account holder | $116 | $80+43.8% | $9,243-98.7% | $97+18.8% |