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 | $40,600 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,038 |
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 | $144,510 | $89,652+61.2% | $141,162+2.4% | $65,185+121.7% |
| Participation rate | 78.5% | 74.7%+3.8pp | 82.5%-4.0pp | 70.2%+8.3pp |
| Annual return | 22.11% | 32.79%-10.7pp | 71.39%-49.3pp | 29.38%-7.3pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,561 | $5,691+50.4% | $6,709+27.6% | $3,514+143.6% |
| Admin fee / account holder | $8 | $569-98.6% | $10,261-99.9% | $847-99.1% |