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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,093 |
GRASSI & CO3 years Service code 10 · EIN 11-3266576 | Accounting | $378 |
ERP RETIREMENT SERVICES2 years Service code 13 · EIN 20-4100804 | Contract Administrator | $0 |
SBHU LIFE AGENCY INC6+ years Service code 53 · EIN 13-2896238 | Insurance Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $211,704 | $77,660+172.6% | $109,143+94.0% | $79,386+166.7% |
| Participation rate | 71.4% | 67.8%+3.6pp | 75.9%-4.4pp | 70.7%+0.7pp |
| Annual return | 28.78% | 23.44%+5.3pp | 25.75%+3.0pp | 116.85%-88.1pp |
| Employer contribution / active EE | $1,989 | $2,797-28.9% | $3,722-46.6% | $2,427-18.1% |
| Participant deferral / active EE | $9,615 | $3,518+173.3% | $4,653+106.6% | $4,046+137.7% |
| Admin fee / account holder | $29 | $732-96.0% | $6,752-99.6% | $626-95.3% |