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 14 · EIN 04-1590850 100 BRIGHT MEADOW BOULEVARD · ENFIELD, CT 06082 | Plan Administrator | $18,592 |
HIGHLAND FINANCIAL, LTD6 years Service code 27 | Advisory (Plan) | $11,801 |
EPIC RETIREMENT PLAN SERVICES7+ years Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $1,933 |
ALGER5 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
ARIEL INVESTMENTS, LLC5 years Filed as: ARIEL INVESTMENTS Service code 52 · EIN 20-5784407 | Indirect Investment Fees | $0 |
BLACKROCK1 year Filed as: BLACK ROCK Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON5 years Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,250 | $61,156-76.7% | $185,823-92.3% | $79,386-82.1% |
| Participation rate | 99.4% | 66.6%+32.8pp | 81.7%+17.7pp | 70.7%+28.7pp |
| Annual return | 13.23% | 19.45%-6.2pp | 122.05%-108.8pp | 116.85%-103.6pp |
| Employer contribution / active EE | $633 | $2,321-72.7% | $5,167-87.8% | $2,427-73.9% |
| Participant deferral / active EE | $1,928 | $2,789-30.9% | $5,568-65.4% | $4,046-52.3% |
| Admin fee / account holder | $56 | $710-92.1% | $16,237-99.7% | $626-91.0% |