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 15 · EIN 04-1590850 | Recordkeeping | $40,512 |
PENSION ASSURANCE LLP4 years Filed as: KB PENSION SERVICES Service code 15 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Recordkeeping | $38,461 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 12-2638166 15310 AMBERLY DRIVE · TAMPA, FL 33647 | Advisory (Plan) | $28,121 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,664 | $100,801-70.6% | $149,696-80.2% | $73,409-59.6% |
| Participation rate | 93.3% | 77.7%+15.6pp | 82.5%+10.9pp | 72.2%+21.2pp |
| Annual return | 10.92% | 265.34%-254.4pp | 276.60%-265.7pp | 59.29%-48.4pp |
| Employer contribution / active EE | $1,475 | $3,312-55.5% | $4,644-68.2% | $2,234-34.0% |
| Participant deferral / active EE | $3,733 | $6,404-41.7% | $6,842-45.4% | $3,805-1.9% |
| Admin fee / account holder | $283 | $181+56.7% | $9,309-97.0% | $158+79.4% |