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: FINANCIAL FREEDOM ADVIAORS Service code 50 · EIN 46-3974081 | Direct Payment | $36,116 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,840 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,964 | $65,223+19.5% | $80,019-2.6% | $55,725+39.9% |
| Participation rate | 80.1% | 80.6%-0.4pp | 75.8%+4.3pp | 70.9%+9.3pp |
| Annual return | -4.68% | 7.59%-12.3pp | 11.22%-15.9pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,166 | $2,544-54.2% | $2,468-52.8% | $2,078-43.9% |
| Participant deferral / active EE | $4,039 | $3,881+4.1% | $3,686+9.6% | $3,356+20.4% |
| Admin fee / account holder | $133 | $114+16.0% | $6,521-98.0% | $115+15.0% |