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 | $550 |
Filed as: ALLEN WESLEY CARR Service code 53 114 FOXSHIRE DR · LANCASTER, PA 17601 | Insurance Commissions | $0 |
Filed as: RETIREMENT & BENEFIT SYSTEMS LLC Service code 13 · EIN 06-1456310 | Contract Administrator | $0 |
Annual investment return 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 | $202,823 | $99,957+102.9% | $149,696+35.5% | $73,488+176.0% |
| Participation rate | 94.1% | 75.7%+18.4pp | 82.5%+11.6pp | 70.7%+23.4pp |
| Annual return | 13.22% | 53.87%-40.6pp | 276.60%-263.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $7,750 | $3,191+142.9% | $4,644+66.9% | $2,270+241.4% |
| Participant deferral / active EE | $8,645 | $6,073+42.4% | $6,842+26.4% | $3,740+131.2% |
| Admin fee / account holder | $4 | $551-99.2% | $9,309-100.0% | $513-99.1% |