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 100 BRIGHT MEADOW BOULEVARD · ENFIELD, CT 06082 | Indirect Investment Fees | $15,870 |
HIGHLAND FINANCIAL, LTD4 years Service code 27 | Advisory (Plan) | $9,300 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $2,608 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
ARIEL INVESTMENTS, LLC3 years Filed as: ARIEL INVESTMENTS Service code 52 · EIN 20-5784407 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
HIGHLAND FINANCIAL, LTD2 years Filed as: HIGHLAND FINANCIAL LTD Service code 27 · EIN 25-1616884 | Advisory (Plan) | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
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 | $17,106 | $52,953-67.7% | $172,739-90.1% | $65,185-73.8% |
| Participation rate | 79.1% | 66.2%+12.9pp | 82.6%-3.6pp | 70.2%+8.9pp |
| Annual return | 20.64% | 30.12%-9.5pp | 802.84%-782.2pp | 29.38%-8.7pp |
| Employer contribution / active EE | $685 | $2,190-68.7% | $5,143-86.7% | $2,177-68.5% |
| Participant deferral / active EE | $1,866 | $2,471-24.5% | $5,198-64.1% | $3,514-46.9% |
| Admin fee / account holder | $68 | $472-85.6% | $13,954-99.5% | $847-92.0% |