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 INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $82,243 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $46,000 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $11,239 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $1,391 |
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 | $26,848 | $40,113-33.1% | $84,015-68.0% | $77,787-65.5% |
| Participation rate | 92.8% | 62.8%+30.1pp | 69.0%+23.8pp | 73.2%+19.6pp |
| Annual return | 25.61% | 23.27%+2.3pp | 71.31%-45.7pp | 32.57%-7.0pp |
| Employer contribution / active EE | $1,078 | $847+27.3% | $1,983-45.6% | $2,504-56.9% |
| Participant deferral / active EE | $2,587 | $2,030+27.4% | $3,239-20.1% | $3,967-34.8% |
| Admin fee / account holder | $88 | $92-3.4% | $6,101-98.6% | $100-11.6% |