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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $184,917 |
ASSOCIATED ADMINISTRATORS, LLC5+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 13 · EIN 52-0940029 | Contract Administrator | $103,215 |
INVESTMENT PERFORMANCE SERVICES5+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 · EIN 41-1553733 | Advisory (Plan) | $20,054 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $9,266 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
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 | $13,069 | $66,051-80.2% | $92,893-85.9% | $77,787-83.2% |
| Participation rate | 73.7% | 81.0%-7.3pp | 76.0%-2.3pp | 73.2%+0.5pp |
| Annual return | 17.62% | 20.69%-3.1pp | 109.41%-91.8pp | 32.57%-15.0pp |
| Employer contribution / active EE | $791 | $3,426-76.9% | $3,653-78.3% | $2,504-68.4% |
| Participant deferral / active EE | $240 | $3,013-92.0% | $4,236-94.3% | $3,967-94.0% |
| Admin fee / account holder | $123 | $148-16.6% | $5,794-97.9% | $100+23.3% |