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 |
|---|---|---|
Filed as: MASS. MUTUAL LIFE INSURANCE COMPANY Service code 49 · EIN 04-1590850 | Other Services | $81,300 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $20,067 |
INDEPENDENT FINANCIAL PARTNERS5+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $15,419 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 49 | Other Services | $0 |
Filed as: RESOURCES INVESTMENT ADVISORS INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $0 |
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 | $70,521 | $73,404-3.9% | $87,100-19.0% | $67,579+4.4% |
| Participation rate | 95.0% | 80.9%+14.2pp | 76.9%+18.2pp | 71.3%+23.8pp |
| Annual return | 20.12% | 48.29%-28.2pp | 28.19%-8.1pp | 378.56%-358.4pp |
| Employer contribution / active EE | $2,046 | $2,014+1.6% | $2,521-18.9% | $2,148-4.8% |
| Participant deferral / active EE | $3,626 | $3,913-7.3% | $4,049-10.4% | $3,539+2.4% |
| Admin fee / account holder | $199 | $142+40.7% | $7,497-97.3% | $142+40.0% |