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 52 · EIN 04-1590850 | Indirect Investment Fees | $30,952 |
Filed as: EMPOWER RETIREMENT Service code 52 · EIN 47-2534181 | Indirect Investment Fees | $8,383 |
IBEW UNION LOCAL 129 FRINGE BENEFIT5 years Filed as: IBEW LOCAL 129 FRINGE BENEFIT FUNDS Service code 14 · EIN 34-1841503 2235 WEST PARK DRIVE B · LORAIN, OH 44053 | Plan Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,944 | $86,897+27.7% | $151,611-26.8% | $64,808+71.2% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.5%+11.7pp | 71.5%+27.7pp |
| Annual return | -16.26% | -3.57%-12.7pp | 3.33%-19.6pp | 32.82%-49.1pp |
| Employer contribution / active EE | $4,141 | $4,010+3.3% | $6,166-32.8% | $2,506+65.2% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $103 | $153-32.5% | $11,616-99.1% | $188-45.0% |