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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $27,886 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $17,831 |
Filed as: MASS. MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,525 |
Service code 38 | Participant Communication | $1,052 |
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 | $69,663 | $63,905+9.0% | $74,183-6.1% | $57,658+20.8% |
| Participation rate | 89.8% | 79.8%+10.0pp | 76.6%+13.2pp | 70.2%+19.6pp |
| Annual return | 6.59% | 60.60%-54.0pp | 17.74%-11.1pp | 5.13%+1.5pp |
| Employer contribution / active EE | $1,771 | $1,840-3.8% | $2,370-25.3% | $1,974-10.3% |
| Participant deferral / active EE | $3,421 | $3,448-0.8% | $3,550-3.6% | $3,061+11.8% |
| Admin fee / account holder | $28 | $91-69.1% | $5,586-99.5% | $95-70.3% |