See peer percentile detail. $4.99 for your first month.
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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 49 · EIN 04-1590850 | Other Services | $15,194 |
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,909 |
Service code 13 | Contract Administrator | $2,570 |
AMERICAN FUNDS2 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Filed as: MID-ATLANTIC PENSION SPECIALISTS IN Service code 13 · EIN 23-2776666 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,231 | $58,512-44.9% | $84,015-61.6% | $72,985-55.8% |
| Participation rate | 62.2% | 61.2%+1.0pp | 69.0%-6.8pp | 69.5%-7.3pp |
| Annual return | 33.30% | 28.93%+4.4pp | 71.31%-38.0pp | 81.00%-47.7pp |
| Employer contribution / active EE | $547 | $1,163-53.0% | $1,983-72.4% | $2,440-77.6% |
| Participant deferral / active EE | $2,145 | $2,394-10.4% | $3,239-33.8% | $3,607-40.5% |
| Admin fee / account holder | $171 | $4,569-96.3% | $6,101-97.2% | $5,124-96.7% |