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: MASSACHUSSETS MUTUAL LIFE Service code 27 · EIN 04-2746212 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Advisory (Plan) | $5,687 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 PO BOX 3144 · MOBILE, AL 36652 | Recordkeeping | $3,968 |
Filed as: REA & ASSOCIATES Service code 13 · EIN 34-1310124 PO BOX 1020 · NEW PHILADELPHIA, OH 44663 | Contract Administrator | $1,150 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 · EIN 84-0532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $186 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,779 | $37,393-25.7% | $77,024-63.9% | $66,914-58.5% |
| Participation rate | 85.7% | 52.9%+32.9pp | 67.9%+17.8pp | 69.8%+15.9pp |
| Annual return | 7.69% | -3.29%+11.0pp | 42.32%-34.6pp | 1.58%+6.1pp |
| Employer contribution / active EE | $4,446 | $1,531+190.4% | $2,812+58.1% | $2,544+74.7% |
| Participant deferral / active EE | $2,518 | $2,617-3.8% | $4,426-43.1% | $4,237-40.6% |
| Admin fee / account holder | $68 | $567-88.0% | $5,425-98.7% | $593-88.6% |