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 |
|---|---|---|
BANKVALUE ADVISORY SERVICES3+ years Service code 34 1650 W. 82ND STREET, SUITE 1500 · BLOOMINGTON, MN 55431 | Valuation (appraisals, etc.) | $6,643 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $104 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,040 | $89,739+3.7% | $149,718-37.9% | $62,292+49.4% |
| Participation rate | 82.9% | 85.1%-2.2pp | 87.1%-4.1pp | 69.5%+13.4pp |
| Annual return | 16.56% | 21.01%-4.5pp | 1501.63%-1485.1pp | 28.90%-12.3pp |
| Employer contribution / active EE | $2,064 | $3,233-36.1% | $5,445-62.1% | $2,042+1.1% |
| Participant deferral / active EE | $2,063 | $4,797-57.0% | $6,569-68.6% | $3,169-34.9% |
| Admin fee / account holder | $54 | $551-90.3% | $11,283-99.5% | $479-88.8% |