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 49 · EIN 04-1590850 | Other Services | $369,616 |
QUALIFIED PLANS, LLC4+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $76,177 |
Service code 27 | Advisory (Plan) | $57,388 |
AMERICAN FUNDS3+ years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3+ years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
MARIETTA WEALTH MANAGEMENT3+ years Filed as: MARIETTA WEALTH MANAGEMENT, LLC Service code 27 · EIN 47-5329166 | Advisory (Plan) | $0 |
TIAA3+ years Filed as: TIAA-CREF Service code 52 · EIN 13-4055167 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD Service code 52 · EIN 51-0106626 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $8,862 | $88,874-90.0% | $123,544-92.8% | $75,289-88.2% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.3%+14.0pp | 72.4%+23.9pp |
| Annual return | -5.92% | 4.22%-10.1pp | 119.20%-125.1pp | -0.04%-5.9pp |
| Employer contribution / active EE | $985 | $3,256-69.8% | $4,628-78.7% | $2,405-59.1% |
| Participant deferral / active EE | $1,563 | $6,174-74.7% | $6,426-75.7% | $3,739-58.2% |
| Admin fee / account holder | $106 | $95+11.6% | $9,284-98.9% | $102+3.2% |