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: MASSMUTUAL Service code 50 · EIN 04-1590850 | Direct Payment | $135,657 |
Service code 33 · EIN 04-1590850 | Other insurance wrap fees; Securities... | $91,114 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 50 · EIN 34-6565596 | Direct Payment | $21,700 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $208 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
HARBOR1 year Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
MERIDIAN1 year Service code 52 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
WASATCH ADVISORS1 year Service code 52 · EIN 47-0693748 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,734 | $77,559-57.8% | $68,793-52.4% | $75,289-56.5% |
| Participation rate | 98.9% | 78.3%+20.6pp | 72.2%+26.6pp | 72.4%+26.4pp |
| Annual return | 9.81% | -1.01%+10.8pp | -4.63%+14.4pp | -0.04%+9.8pp |
| Employer contribution / active EE | $1,341 | $1,993-32.7% | $2,625-48.9% | $2,405-44.3% |
| Participant deferral / active EE | $2,149 | $3,128-31.3% | $3,311-35.1% | $3,739-42.5% |
| Admin fee / account holder | $85 | $90-6.4% | $5,131-98.4% | $102-17.3% |