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 INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $500 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $0 |
THE HASLAUER GROUP, INC.1 year Filed as: THE HASLAUER GROUP INC Service code 15 · EIN 72-1487108 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,231 | $63,114-55.3% | $92,893-69.6% | $65,185-56.7% |
| Participation rate | 31.8% | 68.8%-37.0pp | 76.0%-44.2pp | 70.2%-38.4pp |
| Annual return | 28.82% | 28.75%+0.1pp | 109.41%-80.6pp | 29.38%-0.6pp |
| Employer contribution / active EE | $924 | $2,571-64.1% | $3,653-74.7% | $2,177-57.6% |
| Participant deferral / active EE | $1,976 | $3,108-36.4% | $4,236-53.3% | $3,514-43.8% |
| Admin fee / account holder | $13 | $624-97.9% | $5,794-99.8% | $847-98.5% |