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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 64-1590850 | Indirect Investment Fees | $257,298 |
Filed as: LAWRENCE C. MUSGROVE ASSOCIATES INC Service code 13 · EIN 54-0759756 | Contract Administrator | $127,188 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $43,500 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $22,163 |
Filed as: DENNIS G. JENKINS, CPA, LLC Service code 10 · EIN 20-5886120 | Accounting | $9,000 |
AMERICAN CENTURY1 year Service code 28 · EIN 43-1646043 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Service code 28 · EIN 22-2894171 | Investment Management | $0 |
Service code 28 · EIN 04-1358862 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,482 | $60,396-67.7% | $83,848-76.8% | $75,289-74.1% |
| Participation rate | 89.6% | 80.7%+8.8pp | 76.1%+13.4pp | 72.4%+17.1pp |
| Annual return | 49.54% | 3.84%+45.7pp | 850.88%-801.3pp | -0.04%+49.6pp |
| Employer contribution / active EE | $2,837 | $3,343-15.1% | $3,631-21.9% | $2,405+18.0% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $128 | $141-9.2% | $5,478-97.7% | $102+25.3% |