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 |
|---|---|---|
MARINER LLC4+ years Filed as: MARINER RETIREMENT ADVISORS Service code 27 · EIN 61-1740806 | Advisory (Plan) | $33,491 |
Service code 13 · EIN 43-1021898 | Contract Administrator | $21,614 |
Filed as: MASSMUTUAL Service code 49 · EIN 04-1590850 | Other Services | $12,384 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: COMPENSATION BENEFIT PLANNING, INC Service code 13 · EIN 43-1021898 | Contract Administrator | $0 |
DWS FUNDS1 year Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $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 | $27,996 | $35,485-21.1% | $74,550-62.4% | $55,725-49.8% |
| Participation rate | 90.6% | 62.5%+28.1pp | 69.1%+21.5pp | 70.9%+19.8pp |
| Annual return | 1.85% | 0.72%+1.1pp | 32.53%-30.7pp | 244.93%-243.1pp |
| Employer contribution / active EE | $721 | $777-7.3% | $1,961-63.2% | $2,078-65.3% |
| Participant deferral / active EE | $2,859 | $2,181+31.1% | $3,108-8.0% | $3,356-14.8% |
| Admin fee / account holder | $132 | $114+15.8% | $5,060-97.4% | $115+14.9% |