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 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $7,444 |
QBI, LLC1 year Service code 13 · EIN 26-2768667 21031 VENTURA BLVD., · WOODLAND HILLS, CA 91364 | Contract Administrator | $6,870 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,090 | $84,233-47.7% | $170,442-74.1% | $70,131-37.1% |
| Participation rate | 71.6% | 70.8%+0.8pp | 83.6%-12.0pp | 69.5%+2.0pp |
| Annual return | 13.71% | 23.06%-9.3pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,057 | $3,387-68.8% | $5,433-80.6% | $2,342-54.9% |
| Participant deferral / active EE | $3,483 | $3,086+12.9% | $4,939-29.5% | $3,332+4.5% |
| Admin fee / account holder | $177 | $5,698-96.9% | $13,880-98.7% | $4,645-96.2% |