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 15 · EIN 04-1590850 | Recordkeeping | $11,447 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,054 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $42,779 | $65,376-34.6% | $87,100-50.9% | $65,185-34.4% |
| Participation rate | 85.2% | 75.3%+9.8pp | 76.9%+8.3pp | 70.2%+15.0pp |
| Annual return | 23.98% | 31.27%-7.3pp | 28.19%-4.2pp | 29.38%-5.4pp |
| Employer contribution / active EE | $1,136 | $1,822-37.7% | $2,521-54.9% | $2,177-47.8% |
| Participant deferral / active EE | $2,971 | $3,388-12.3% | $4,049-26.6% | $3,514-15.4% |
| Admin fee / account holder | $225 | $520-56.6% | $7,497-97.0% | $847-73.4% |