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 FREEOM ADVISORS Service code 50 · EIN 46-3974081 | Direct Payment | $39,672 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $9,494 |
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 | $107,155 | $85,135+25.9% | $98,907+8.3% | $73,409+46.0% |
| Participation rate | 83.4% | 81.1%+2.3pp | 76.0%+7.4pp | 72.2%+11.3pp |
| Annual return | 16.12% | 19.14%-3.0pp | 196.43%-180.3pp | 59.29%-43.2pp |
| Employer contribution / active EE | $1,401 | $2,721-48.5% | $2,689-47.9% | $2,234-37.3% |
| Participant deferral / active EE | $4,446 | $4,349+2.2% | $4,244+4.8% | $3,805+16.8% |
| Admin fee / account holder | $165 | $139+18.5% | $6,642-97.5% | $158+4.5% |