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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $28,171 |
Filed as: COMPENSATION BENEFIT PLANNING INC. Service code 13 · EIN 43-1021898 | Contract Administrator | $7,792 |
Service code 13 · EIN 43-1021898 | Contract Administrator | $0 |
STEVEN D EISENBERG CPA PA2+ years Filed as: STEVEN PAUL BROOKS Service code 53 2001 CORONA ROAD SUITE 305 · COLUMBIA, MO 65203 | Insurance Commissions | $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 | $53,764 | $52,884+1.7% | $84,750-36.6% | $55,167-2.5% |
| Participation rate | 98.6% | 67.5%+31.1pp | 76.6%+22.0pp | 69.0%+29.6pp |
| Annual return | 5.58% | 18.03%-12.5pp | 22.78%-17.2pp | 169.23%-163.6pp |
| Employer contribution / active EE | $9,561 | $2,233+328.1% | $3,574+167.5% | $1,963+387.2% |
| Participant deferral / active EE | $2,326 | $2,644-12.0% | $3,712-37.3% | $3,054-23.8% |
| Admin fee / account holder | $171 | $581-70.5% | $5,332-96.8% | $504-66.0% |