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 |
|---|---|---|
COMPENSATION SYSTEMS, INC.3+ years Service code 13 · EIN 56-1129270 | Contract Administrator | $5,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $680 |
Filed as: ENVESTNET RETIREMENT SERVICES, LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1560327 | 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 | $84,046 | $58,726+43.1% | $92,233-8.9% | $62,292+34.9% |
| Participation rate | 74.4% | 68.3%+6.0pp | 76.5%-2.1pp | 69.5%+4.9pp |
| Annual return | 12.95% | 43.62%-30.7pp | 176.28%-163.3pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,270 | $2,392-46.9% | $3,679-65.5% | $2,042-37.8% |
| Participant deferral / active EE | $3,207 | $2,766+16.0% | $3,897-17.7% | $3,169+1.2% |
| Admin fee / account holder | $5 | $556-99.1% | $5,194-99.9% | $479-98.9% |