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 9500 · SPRINGFIELD, MA 011029500 | Other Commissions | $56,190 |
ST. ONGE COMPANY1 year Service code 27 1400 WILLIAMS RD · YORK, PA 17402 | Advisory (Plan) | $8,150 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $738 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,829 | $104,475+69.3% | $159,436+10.9% | $79,386+122.7% |
| Participation rate | 81.0% | 76.6%+4.4pp | 82.8%-1.8pp | 70.7%+10.3pp |
| Annual return | 18.39% | 67.95%-49.6pp | 263.57%-245.2pp | 116.85%-98.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $9,682 | $6,467+49.7% | $7,352+31.7% | $4,046+139.3% |
| Admin fee / account holder | $72 | $711-89.9% | $10,799-99.3% | $626-88.6% |