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 INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $34,549 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $712 |
Employer contribution per participant 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 | $129,655 | $73,102+77.4% | $123,544+4.9% | $56,287+130.3% |
| Participation rate | 78.6% | 74.3%+4.3pp | 82.3%-3.7pp | 69.9%+8.7pp |
| Annual return | -2.91% | 3.01%-5.9pp | 119.20%-122.1pp | -9.96%+7.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,237 | $5,423+51.9% | $6,426+28.2% | $3,350+145.9% |
| Admin fee / account holder | $6 | $554-99.0% | $9,284-99.9% | $521-98.9% |