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 FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 27 | Advisory (Plan) | $29,451 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 100 BRIGHT MEADOW BLVD. · ENFIELD, CT 06082 | Contract Administrator | $1,250 |
LPL FINANCIAL3+ 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 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS INS CO MUTUAL LIFE Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSUCHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,902 | $55,002+25.3% | $59,878+15.1% | $56,287+22.4% |
| Participation rate | 73.8% | 75.9%-2.1pp | 74.7%-0.9pp | 69.9%+3.9pp |
| Annual return | 8.92% | 1.13%+7.8pp | 3.46%+5.5pp | -9.96%+18.9pp |
| Employer contribution / active EE | $2,657 | $2,448+8.5% | $2,722-2.4% | $2,111+25.9% |
| Participant deferral / active EE | $2,088 | $3,121-33.1% | $3,402-38.6% | $3,350-37.7% |
| Admin fee / account holder | $9 | $236-96.3% | $3,590-99.8% | $521-98.3% |