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 MUTAL LIFE INS. CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $90,919 |
Filed as: SILVERSTONE ASSET MANAGEMENT INC. Service code 27 · EIN 20-1113894 | Advisory (Plan) | $46,733 |
Service code 14 · EIN 11-3665754 | Plan Administrator | $250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,329 | $77,660-23.6% | $109,143-45.6% | $79,386-25.3% |
| Participation rate | 97.8% | 67.8%+30.0pp | 75.9%+21.9pp | 70.7%+27.1pp |
| Annual return | 12.39% | 23.44%-11.0pp | 25.75%-13.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $2,738 | $2,797-2.1% | $3,722-26.4% | $2,427+12.8% |
| Participant deferral / active EE | $5,426 | $3,518+54.3% | $4,653+16.6% | $4,046+34.1% |
| Admin fee / account holder | $268 | $732-63.4% | $6,752-96.0% | $626-57.2% |