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 | $214,971 |
Service code 13 · EIN 65-1205077 911 RIDGEBROOK RD · SPARKS, MD 21152 | Contract Administrator | $106,166 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $15,251 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $9,540 |
MCCHESNEY & DALE1 year Filed as: MCCHESNEY & DALE, P.C. Service code 29 · EIN 52-1842141 | Legal | $7,860 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISORS, INC Service code 52 · EIN 47-2342699 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 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.
Employer 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 | $14,263 | $81,719-82.5% | $101,248-85.9% | $90,288-84.2% |
| Participation rate | 73.9% | 80.7%-6.9pp | 75.8%-1.9pp | 73.4%+0.5pp |
| Annual return | 12.59% | 337.64%-325.1pp | 46.47%-33.9pp | 53.97%-41.4pp |
| Employer contribution / active EE | $774 | $3,622-78.6% | $3,660-78.8% | $2,524-69.3% |
| Participant deferral / active EE | $246 | $3,310-92.6% | $4,370-94.4% | $4,232-94.2% |
| Admin fee / account holder | $126 | $162-22.2% | $5,945-97.9% | $114+10.5% |