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: ABACUS BENEFIT CONSULTANTS, INC Service code 13 | Contract Administrator | $5,606 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,156 |
Filed as: ABACUS BENEFIT CONSULTANTS, INC. Service code 13 · EIN 05-0460654 | Contract Administrator | $0 |
KESTRA INVESTMENT SERVICES LLC5+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,702 | $81,474+18.7% | $133,956-27.8% | $73,488+31.6% |
| Participation rate | 88.0% | 76.4%+11.6pp | 79.8%+8.1pp | 70.7%+17.3pp |
| Annual return | 4.73% | 19.40%-14.7pp | 45.09%-40.4pp | 28.51%-23.8pp |
| Employer contribution / active EE | $4,528 | $2,209+105.0% | $3,919+15.6% | $2,270+99.5% |
| Participant deferral / active EE | $3,220 | $3,786-15.0% | $5,048-36.2% | $3,740-13.9% |
| Admin fee / account holder | $16 | $713-97.7% | $8,927-99.8% | $513-96.8% |