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 PARTNERS4+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $38,485 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $20,495 |
Filed as: MASS. MUTUAL LIFE INSURANCE COMPANY Service code 49 · EIN 04-1590850 | Other Services | $10,638 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 49 | Other Services | $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 | $59,907 | $65,118-8.0% | $76,768-22.0% | $55,725+7.5% |
| Participation rate | 93.1% | 79.6%+13.5pp | 77.0%+16.2pp | 70.9%+22.3pp |
| Annual return | -6.62% | -1.27%-5.4pp | 2.43%-9.0pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,795 | $1,941-7.5% | $2,485-27.8% | $2,078-13.6% |
| Participant deferral / active EE | $3,184 | $3,688-13.7% | $3,852-17.3% | $3,356-5.1% |
| Admin fee / account holder | $27 | $116-76.5% | $6,675-99.6% | $115-76.4% |