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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $81,479 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $45,841 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Filed as: JANUS HEDNERSON Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | 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 | $73,193 | $46,173+58.5% | $170,442-57.1% | $69,631+5.1% |
| Participation rate | 85.2% | 63.9%+21.3pp | 83.6%+1.6pp | 70.7%+14.5pp |
| Annual return | 15.01% | 21.62%-6.6pp | 205.93%-190.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $1,905 | $1,610+18.3% | $5,433-64.9% | $2,032-6.3% |
| Participant deferral / active EE | $4,410 | $2,080+112.0% | $4,939-10.7% | $3,224+36.8% |
| Admin fee / account holder | $296 | $116+155.5% | $13,880-97.9% | $110+168.3% |