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 49 · EIN 04-1590850 | Other Services | $109,624 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $53,852 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, IN.C Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $20,536 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 | Contract Administrator | $11,615 |
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 | $36,563 | $79,519-54.0% | $95,952-61.9% | $73,409-50.2% |
| Participation rate | 99.3% | 81.2%+18.1pp | 77.1%+22.2pp | 72.2%+27.1pp |
| Annual return | 22.37% | 19.20%+3.2pp | 91.61%-69.2pp | 59.29%-36.9pp |
| Employer contribution / active EE | $1,592 | $2,048-22.2% | $2,541-37.3% | $2,234-28.7% |
| Participant deferral / active EE | $2,433 | $4,138-41.2% | $4,167-41.6% | $3,805-36.1% |
| Admin fee / account holder | $183 | $184-0.7% | $6,795-97.3% | $158+15.9% |