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 | $28,441 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,418 |
Filed as: PPS PENSION SERVICES, INC. Service code 13 | Contract Administrator | $8,055 |
PPS PENSION & FINANCIAL SERVICES4+ years Service code 15 · EIN 16-1062503 | Recordkeeping | $3,420 |
PPS PENSION & FINANCIAL SERVICES4+ years Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 13 8660 SHERIDAN DRIVE · WILLIAMSVILLE, NY 14221 | Contract Administrator | $0 |
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.
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 | $16,740 | $79,523-78.9% | $140,016-88.0% | $56,287-70.3% |
| Participation rate | 76.3% | 85.7%-9.4pp | 87.5%-11.2pp | 69.9%+6.5pp |
| Annual return | -5.22% | 2.39%-7.6pp | 651.12%-656.3pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,038 | $3,350-69.0% | $5,606-81.5% | $2,111-50.8% |
| Participant deferral / active EE | $1,487 | $5,129-71.0% | $6,927-78.5% | $3,350-55.6% |
| Admin fee / account holder | $176 | $614-71.3% | $10,705-98.4% | $521-66.2% |