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 | $96,614 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $54,942 |
AB FUNDS1 year Service code 52 · EIN 13-2754393 | Indirect Investment Fees | $0 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK1 year Filed as: BACKROCK Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,894 | $62,928+20.6% | $172,739-56.1% | $67,579+12.3% |
| Participation rate | 72.5% | 64.5%+8.1pp | 82.6%-10.1pp | 71.3%+1.3pp |
| Annual return | 21.17% | 30.36%-9.2pp | 802.84%-781.7pp | 378.56%-357.4pp |
| Employer contribution / active EE | $1,700 | $1,636+3.9% | $5,143-67.0% | $2,148-20.9% |
| Participant deferral / active EE | $3,830 | $2,145+78.6% | $5,198-26.3% | $3,539+8.2% |
| Admin fee / account holder | $305 | $167+82.9% | $13,954-97.8% | $142+114.2% |