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 |
|---|---|---|
DENMAN & COMPANY2+ years Filed as: DENMAN & COMPANY, LLP Service code 50 · EIN 42-0794029 | Direct Payment | $8,000 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $114 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $20 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $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 | $90,353 | $89,739+0.7% | $149,718-39.7% | $62,292+45.0% |
| Participation rate | 92.3% | 85.1%+7.2pp | 87.1%+5.2pp | 69.5%+22.8pp |
| Annual return | 15.14% | 21.01%-5.9pp | 1501.63%-1486.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,329 | $3,233-58.9% | $5,445-75.6% | $2,042-34.9% |
| Participant deferral / active EE | $4,370 | $4,797-8.9% | $6,569-33.5% | $3,169+37.9% |
| Admin fee / account holder | $175 | $551-68.2% | $11,283-98.4% | $479-63.4% |