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 INCS. CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $26,610 |
Filed as: FAULKNER, HOFFMAN, & PHILLIPS, LLC Service code 29 20445 EMERALD PKWY 210 · CLEVELAND, OH 44135 | Legal | $14,351 |
YURCHYK & DAVIS CPA'S, INC.5+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $6,900 |
BENESYS, INC.5+ years Filed as: BENESYS Service code 14 · EIN 32-2383171 | Plan Administrator | $6,344 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: PUTNAM Service code 52 · EIN 04-6407893 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,268 | $66,051-78.4% | $92,893-84.6% | $77,787-81.7% |
| Participation rate | 99.9% | 81.0%+18.9pp | 76.0%+23.9pp | 73.2%+26.6pp |
| Annual return | 22.28% | 20.69%+1.6pp | 109.41%-87.1pp | 32.57%-10.3pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,653-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $945 | $3,013-68.6% | $4,236-77.7% | $3,967-76.2% |
| Admin fee / account holder | $56 | $148-62.3% | $5,794-99.0% | $100-44.4% |