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 |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC2+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 13 · EIN 52-0940029 | Contract Administrator | $106,088 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 · EIN 41-1553733 | Advisory (Plan) | $25,450 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $23,102 |
SALTER & COMPANY, LLC2+ years Service code 10 · EIN 20-8078757 | Accounting | $7,685 |
MCCHESNEY & DALE2+ years Filed as: MCCHESNEY ET AL Service code 29 · EIN 52-1023071 | Legal | $5,312 |
Participant contribution per participant 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 | $11,295 | $54,392-79.2% | $84,750-86.7% | $63,975-82.3% |
| Participation rate | 76.9% | 76.9%0pp | 76.6%+0.3pp | 71.1%+5.7pp |
| Annual return | 4.75% | 611.38%-606.6pp | 22.78%-18.0pp | 48.65%-43.9pp |
| Employer contribution / active EE | $745 | $2,943-74.7% | $3,574-79.2% | $2,182-65.9% |
| Participant deferral / active EE | $239 | $2,593-90.8% | $3,712-93.6% | $3,356-92.9% |
| Admin fee / account holder | $85 | $136-37.7% | $5,332-98.4% | $70+20.1% |