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 |
|---|---|---|
Service code 13 | Contract Administrator | $15,253 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $11,443 |
Filed as: COMPENSATION BENEFIT PLANNING INC Service code 13 3552 NE RALPH POWELL ROAD · LEES SUMMIT, MO 64064 | Contract Administrator | $0 |
T R PAUL INC.3+ years Filed as: PAUL R LAVERY Service code 53 7912 ALDEN STREET · LENEXA, KS 66215 | 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 | $124,643 | $71,192+75.1% | $117,854+5.8% | $62,292+100.1% |
| Participation rate | 91.1% | 74.2%+16.9pp | 79.7%+11.4pp | 69.5%+21.6pp |
| Annual return | 17.43% | 18.66%-1.2pp | 335.08%-317.7pp | 28.90%-11.5pp |
| Employer contribution / active EE | $3,113 | $1,934+61.0% | $3,786-17.8% | $2,042+52.4% |
| Participant deferral / active EE | $4,196 | $3,189+31.6% | $4,482-6.4% | $3,169+32.4% |
| Admin fee / account holder | $134 | $587-77.2% | $8,020-98.3% | $479-72.1% |