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: MIDWEST PENSION & PROFIT SHG SVCS Service code 13 | Contract Administrator | $6,404 |
MASSACHUSSETTS MUTUAL LIFE INSURANC3 years Service code 49 · EIN 04-1590850 | Other Services | $2,050 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BARON3 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | 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 | $59,866 | $89,355-33.0% | $141,162-57.6% | $72,985-18.0% |
| Participation rate | 78.1% | 75.1%+3.0pp | 82.5%-4.3pp | 69.5%+8.6pp |
| Annual return | 27.27% | 111.85%-84.6pp | 71.39%-44.1pp | 81.00%-53.7pp |
| Employer contribution / active EE | $2,183 | $3,114-29.9% | $4,735-53.9% | $2,440-10.5% |
| Participant deferral / active EE | $6,660 | $5,418+22.9% | $6,709-0.7% | $3,607+84.6% |
| Admin fee / account holder | $16 | $5,958-99.7% | $10,261-99.8% | $5,124-99.7% |