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 | $240 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $0 |
THE HASLAUER GROUP, INC.2 years 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 | $24,840 | $69,362-64.2% | $101,248-75.5% | $73,488-66.2% |
| Participation rate | 50.4% | 68.4%-18.0pp | 75.8%-25.4pp | 70.7%-20.3pp |
| Annual return | 41.20% | 18.46%+22.7pp | 46.47%-5.3pp | 28.51%+12.7pp |
| Employer contribution / active EE | $1,258 | $2,628-52.1% | $3,660-65.6% | $2,270-44.6% |
| Participant deferral / active EE | $2,420 | $3,300-26.7% | $4,370-44.6% | $3,740-35.3% |
| Admin fee / account holder | $22 | $704-96.9% | $5,945-99.6% | $513-95.7% |