See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $38,365 |
Service code 27 · EIN 81-3001567 7820 TERREY PINE CT #200 · EDEN PRAIRIE, MN 55347 | Advisory (Plan) | $21,195 |
Filed as: TAX SHELTERED COMPENSATION, INC Service code 13 · EIN 41-0955056 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $9,291 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,181 |
Service code 13 · EIN 41-0955056 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,836 | $82,664-14.3% | $125,339-43.5% | $68,494+3.4% |
| Participation rate | 98.1% | 75.0%+23.1pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -13.23% | -5.97%-7.3pp | 572.05%-585.3pp | -7.84%-5.4pp |
| Employer contribution / active EE | $4,489 | $3,381+32.8% | $4,814-6.7% | $2,596+72.9% |
| Participant deferral / active EE | $9,460 | $6,110+54.8% | $7,446+27.0% | $4,027+134.9% |
| Admin fee / account holder | $284 | $6,275-95.5% | $10,010-97.2% | $5,403-94.8% |