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 |
|---|---|---|
Service code 14 · EIN 31-1387429 | Plan Administrator | $142,428 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $100 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6026952 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RETIREMENT 2050 FUND Service code 52 | Indirect Investment Fees | $0 |
THE HARTFORD1 year Service code 52 · EIN 41-6009937 | Indirect Investment Fees | $0 |
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 | $64,131 | $66,601-3.7% | $92,893-31.0% | $67,579-5.1% |
| Participation rate | 95.7% | 72.5%+23.2pp | 76.0%+19.7pp | 71.3%+24.4pp |
| Annual return | 21.58% | 92.58%-71.0pp | 109.41%-87.8pp | 378.56%-357.0pp |
| Employer contribution / active EE | $3,403 | $2,775+22.6% | $3,653-6.8% | $2,148+58.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $258 | $199+29.9% | $5,794-95.5% | $142+81.6% |