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 · EIN 45-4369278 | Contract Administrator | $5,766 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,075 |
KESTRA INVESTMENT SERVICES LLC4+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,433 | $83,477+4.7% | $125,175-30.2% | $72,985+19.8% |
| Participation rate | 95.8% | 73.3%+22.5pp | 79.8%+16.1pp | 69.5%+26.3pp |
| Annual return | 6.85% | 25.78%-18.9pp | 43.79%-36.9pp | 81.00%-74.2pp |
| Employer contribution / active EE | $4,610 | $2,345+96.6% | $3,865+19.3% | $2,440+88.9% |
| Participant deferral / active EE | $2,869 | $3,585-20.0% | $4,937-41.9% | $3,607-20.5% |
| Admin fee / account holder | $22 | $5,517-99.6% | $9,702-99.8% | $5,124-99.6% |