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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RP Service code 27 | Advisory (Plan) | $16,390 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: CHASE BENEFIT ADVISORS Service code 13 · EIN 54-1370499 | Contract Administrator | $10,756 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
LPL FINANCIAL5+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 49 · EIN 04-1590850 | Other Services | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NUVEEN3 years Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $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 | $51,421 | $58,851-12.6% | $115,157-55.3% | $72,985-29.5% |
| Participation rate | 96.9% | 65.5%+31.4pp | 75.9%+21.0pp | 69.5%+27.4pp |
| Annual return | 13.50% | 23.16%-9.7pp | 35.60%-22.1pp | 81.00%-67.5pp |
| Employer contribution / active EE | $1,462 | $1,798-18.7% | $3,179-54.0% | $2,440-40.1% |
| Participant deferral / active EE | $2,251 | $2,643-14.8% | $4,168-46.0% | $3,607-37.6% |
| Admin fee / account holder | $32 | $6,370-99.5% | $7,088-99.6% | $5,124-99.4% |