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 52 · EIN 04-1590850 | Indirect Investment Fees | $109,970 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 | Advisory (Plan) | $42,008 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $21,903 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 | Indirect Investment Fees | $0 |
Filed as: RESOURCES INVESTMENT ADVISORS INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $0 |
VICTORY1 year Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,781 | $79,519+4.1% | $95,952-13.7% | $73,409+12.8% |
| Participation rate | 95.5% | 81.2%+14.3pp | 77.1%+18.4pp | 72.2%+23.3pp |
| Annual return | 15.53% | 19.20%-3.7pp | 91.61%-76.1pp | 59.29%-43.8pp |
| Employer contribution / active EE | $2,218 | $2,048+8.3% | $2,541-12.7% | $2,234-0.7% |
| Participant deferral / active EE | $4,038 | $4,138-2.4% | $4,167-3.1% | $3,805+6.1% |
| Admin fee / account holder | $281 | $184+52.6% | $6,795-95.9% | $158+78.1% |