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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $15,383 |
ANDERSON & REED, LLP1 year Filed as: ANDERSON BROS. CPAS Service code 55 · EIN 84-1839663 | Other Commissions | $7,500 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,361 | $66,124-55.6% | $90,404-67.5% | $73,488-60.0% |
| Participation rate | 87.0% | 69.7%+17.3pp | 72.7%+14.3pp | 70.7%+16.3pp |
| Annual return | 12.92% | 17.65%-4.7pp | 1293.02%-1280.1pp | 28.51%-15.6pp |
| Employer contribution / active EE | $2,222 | $2,346-5.3% | $3,262-31.9% | $2,270-2.1% |
| Participant deferral / active EE | $2,526 | $3,039-16.9% | $3,963-36.3% | $3,740-32.5% |
| Admin fee / account holder | $65 | $396-83.5% | $5,611-98.8% | $513-87.2% |