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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $20,274 |
PENSION ASSURANCE LLP1 year Filed as: PENSION INNOVATIONS & CONSULTING Service code 15 · EIN 34-1944384 | Recordkeeping | $0 |
PLANNING CORP OF AMERICA2 years Service code 52 · EIN 59-1199408 | Indirect Investment Fees | $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 | $71,336 | $69,159+3.1% | $125,175-43.0% | $67,579+5.6% |
| Participation rate | 89.1% | 78.2%+10.9pp | 79.8%+9.3pp | 71.3%+17.8pp |
| Annual return | 23.11% | 27.12%-4.0pp | 43.79%-20.7pp | 378.56%-355.4pp |
| Employer contribution / active EE | $2,409 | $2,023+19.0% | $3,865-37.7% | $2,148+12.2% |
| Participant deferral / active EE | $3,020 | $3,700-18.4% | $4,937-38.8% | $3,539-14.7% |
| Admin fee / account holder | $60 | $142-57.6% | $9,702-99.4% | $142-57.8% |