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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 | Advisory (Plan) | $32,928 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 100 BRIGHT MEADOW BLVD. · ENFIELD, CT 06082 | Contract Administrator | $17,448 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Filed as: MASSACHETTS MUTUAL LIFE INSURANCE C Service code 72 | Other investment fees and expenses | $0 |
Filed as: MASSACHUSETTS INS CO MUTUAL LIFE Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSACHUSETTS LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSUCHUSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,531 | $57,976+6.1% | $62,995-2.3% | $62,292-1.2% |
| Participation rate | 80.6% | 75.9%+4.6pp | 74.8%+5.7pp | 69.5%+11.0pp |
| Annual return | 11.56% | 17.54%-6.0pp | 87.57%-76.0pp | 28.90%-17.3pp |
| Employer contribution / active EE | $2,488 | $2,415+3.0% | $2,759-9.8% | $2,042+21.8% |
| Participant deferral / active EE | $1,923 | $2,956-35.0% | $3,329-42.3% | $3,169-39.3% |
| Admin fee / account holder | $115 | $276-58.3% | $3,600-96.8% | $479-76.0% |