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 PARTNERS3+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $41,971 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $19,278 |
Filed as: MASS. MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,845 |
Service code 38 | Participant Communication | $3,368 |
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 | $66,635 | $69,305-3.9% | $82,313-19.0% | $69,631-4.3% |
| Participation rate | 89.4% | 80.3%+9.1pp | 76.9%+12.5pp | 70.7%+18.7pp |
| Annual return | 15.69% | 21.47%-5.8pp | 25.88%-10.2pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $1,631 | $1,887-13.6% | $2,428-32.9% | $2,032-19.8% |
| Participant deferral / active EE | $2,983 | $3,568-16.4% | $3,706-19.5% | $3,224-7.5% |
| Admin fee / account holder | $25 | $97-74.2% | $5,608-99.6% | $110-77.3% |