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 | $65,264 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,642 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $8,971 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $7 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1567889 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,365 | $98,982-51.1% | $162,163-70.2% | $65,185-25.8% |
| Participation rate | 80.2% | 85.8%-5.6pp | 87.6%-7.4pp | 70.2%+10.0pp |
| Annual return | 24.56% | 24.84%-0.3pp | 115.59%-91.0pp | 29.38%-4.8pp |
| Employer contribution / active EE | $2,752 | $3,467-20.6% | $5,614-51.0% | $2,177+26.5% |
| Participant deferral / active EE | $5,363 | $5,384-0.4% | $7,298-26.5% | $3,514+52.6% |
| Admin fee / account holder | $398 | $596-33.3% | $10,843-96.3% | $847-53.1% |