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 SERVICES4+ years Service code 34 1650 W. 82ND STREET, SUITE 1500 · BLOOMINGTON, MN 55431 | Valuation (appraisals, etc.) | $6,700 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $432 |
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 | $86,085 | $79,523+8.3% | $140,016-38.5% | $56,287+52.9% |
| Participation rate | 86.2% | 85.7%+0.5pp | 87.5%-1.3pp | 69.9%+16.3pp |
| Annual return | 3.54% | 2.39%+1.2pp | 651.12%-647.6pp | -9.96%+13.5pp |
| Employer contribution / active EE | $1,995 | $3,350-40.5% | $5,606-64.4% | $2,111-5.5% |
| Participant deferral / active EE | $2,029 | $5,129-60.4% | $6,927-70.7% | $3,350-39.4% |
| Admin fee / account holder | $138 | $614-77.6% | $10,705-98.7% | $521-73.6% |