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 | $72,942 |
FIRST REPUBLIC INVESTMENT MGMT3+ years Filed as: FIRST REPUBLIC SECURITIES CO, LLC Service code 53 · EIN 91-2076555 | Insurance Commissions | $45,351 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $19,049 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,222 | $96,458-86.3% | $136,294-90.3% | $77,958-83.0% |
| Participation rate | 70.8% | 75.4%-4.6pp | 81.9%-11.1pp | 71.6%-0.9pp |
| Annual return | 16.03% | 23.78%-7.7pp | 5155.94%-5139.9pp | 20.87%-4.8pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,695-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,305 | $5,902-77.9% | $6,247-79.1% | $3,537-63.1% |
| Admin fee / account holder | $36 | $80-55.0% | $9,243-99.6% | $97-62.8% |