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 |
|---|---|---|
ACTUARIAL & EMPLOYEE BENE3 years Filed as: ACTUARIAL & EMPLOYEE BENEFIT SER Service code 10 · EIN 31-0572951 2035 READING ROAD · CINCINNATI, OH 45202 | Accounting | $6,693 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 P.O. BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $5,664 |
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 | $42,771 | $91,517-53.3% | $101,248-57.8% | $73,409-41.7% |
| Participation rate | 98.5% | 73.8%+24.8pp | 75.8%+22.7pp | 72.2%+26.4pp |
| Annual return | 13.72% | 17.17%-3.5pp | 46.47%-32.8pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,023 | $2,877-64.4% | $3,660-72.0% | $2,234-54.2% |
| Participant deferral / active EE | $5,105 | $3,338+52.9% | $4,370+16.8% | $3,805+34.1% |
| Admin fee / account holder | $27 | $216-87.6% | $5,945-99.6% | $158-83.1% |