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 |
|---|---|---|
TRILOGY CAPITAL INC1 year Service code 27 · EIN 47-5581477 | Advisory (Plan) | $10,296 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $8,268 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $1,920 |
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 | $28,095 | $52,953-46.9% | $172,739-83.7% | $65,185-56.9% |
| Participation rate | 81.3% | 66.2%+15.1pp | 82.6%-1.3pp | 70.2%+11.1pp |
| Annual return | 19.99% | 30.12%-10.1pp | 802.84%-782.8pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,597 | $2,190-27.1% | $5,143-68.9% | $2,177-26.6% |
| Participant deferral / active EE | $3,244 | $2,471+31.3% | $5,198-37.6% | $3,514-7.7% |
| Admin fee / account holder | $155 | $472-67.1% | $13,954-98.9% | $847-81.7% |