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 |
|---|---|---|
FINANCIAL FREEDOM ADVISORS5+ years Service code 50 · EIN 46-3974081 | Direct Payment | $37,231 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $7,850 |
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 | $84,448 | $74,347+13.6% | $93,606-9.8% | $67,579+25.0% |
| Participation rate | 85.4% | 80.6%+4.8pp | 75.8%+9.5pp | 71.3%+14.1pp |
| Annual return | 20.92% | 28.07%-7.2pp | 32.76%-11.8pp | 378.56%-357.6pp |
| Employer contribution / active EE | $1,456 | $2,583-43.6% | $2,718-46.4% | $2,148-32.2% |
| Participant deferral / active EE | $4,535 | $4,060+11.7% | $4,069+11.4% | $3,539+28.1% |
| Admin fee / account holder | $138 | $123+12.4% | $7,888-98.3% | $142-3.1% |