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 |
|---|---|---|
Service code 13 · EIN 43-1021898 | Contract Administrator | $13,086 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $4,887 |
AMERICAN FUNDS4+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4+ years Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
Filed as: COMPENSATION BENEFIT PLANNING INC. Service code 13 · EIN 43-1021898 | Contract Administrator | $0 |
GREG HARVEY6+ years Service code 53 9401 INDIAN CREEK PARKWAY, STE510 · OVERLAND PARK, KS 66210 | Insurance Commissions | $0 |
INVESCO4+ years Service code 52 · EIN 22-2725700 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4+ years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS INVESTMENT MANGEMENT Service code 52 | Indirect Investment Fees | $0 |
THE HARTFORD4+ years Service code 52 · EIN 13-3317783 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,837 | $136,307-74.4% | $177,821-80.4% | $73,488-52.6% |
| Participation rate | 93.4% | 86.1%+7.3pp | 87.7%+5.7pp | 70.7%+22.8pp |
| Annual return | 17.40% | 18.68%-1.3pp | 48.32%-30.9pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,458 | $3,712-60.7% | $5,918-75.4% | $2,270-35.8% |
| Participant deferral / active EE | $3,788 | $5,829-35.0% | $7,714-50.9% | $3,740+1.3% |
| Admin fee / account holder | $38 | $596-93.6% | $12,427-99.7% | $513-92.6% |