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 04-1590850 | Indirect Investment Fees | $265,920 |
Filed as: LAWRENCE C. MUSGROVE ASSOCIATES INC Service code 13 · EIN 54-0759756 | Contract Administrator | $124,050 |
O'DONOGHUE & O'DONOGHUE5 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $31,342 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $24,000 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA Service code 10 · EIN 47-0900880 | Accounting | $21,153 |
NOVAK FRANCELLA LLC4 years Service code 10 · EIN 61-1436956 | Accounting | $13,500 |
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 | $26,291 | $76,774-65.8% | $112,228-76.6% | $77,904-66.3% |
| Participation rate | 84.6% | 80.2%+4.4pp | 75.1%+9.5pp | 73.7%+10.9pp |
| Annual return | -16.39% | -10.25%-6.1pp | 27.45%-43.8pp | 12.21%-28.6pp |
| Employer contribution / active EE | $4,007 | $3,977+0.8% | $3,635+10.2% | $2,848+40.7% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $125 | $239-47.6% | $6,410-98.0% | $133-5.6% |