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 7-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: MERRILL LYNCH LIFE AGENCY Service code 99 · EIN 13-2808480 | Other Fees | $12,069 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,295 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $90 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 | Recordkeeping | $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 | $60,049 | $91,552-34.4% | $133,956-55.2% | $79,858-24.8% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 13.03% | 61.85%-48.8pp | 45.09%-32.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $597 | $2,384-74.9% | $3,919-84.8% | $2,471-75.8% |
| Participant deferral / active EE | $5,290 | $3,733+41.7% | $5,048+4.8% | $3,740+41.4% |
| Admin fee / account holder | $19 | $6,321-99.7% | $8,927-99.8% | $5,306-99.6% |