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: MERRILL LYNCH PIERCE FENNER SMITH I Service code 50 · EIN 13-5674085 | Direct Payment | $1,538 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $366 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,957 | $46,297-5.1% | $71,671-38.7% | $62,292-29.4% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 19.11% | 22.32%-3.2pp | 20.65%-1.5pp | 28.90%-9.8pp |
| Employer contribution / active EE | $524 | $1,412-62.9% | $2,460-78.7% | $2,042-74.3% |
| Participant deferral / active EE | $3,666 | $2,235+64.0% | $3,438+6.6% | $3,169+15.7% |
| Admin fee / account holder | $36 | $461-92.2% | $5,558-99.4% | $479-92.5% |