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.4+ years Service code 13 · EIN 56-1129270 | Contract Administrator | $5,676 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $830 |
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 49 | Other Services | $0 |
Service code 52 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1560327 | Indirect Investment Fees | $0 |
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 | $81,374 | $55,449+46.8% | $83,848-3.0% | $56,287+44.6% |
| Participation rate | 75.0% | 68.0%+7.0pp | 76.1%-1.1pp | 69.9%+5.1pp |
| Annual return | -4.35% | -1.38%-3.0pp | 850.88%-855.2pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,249 | $2,430-48.6% | $3,631-65.6% | $2,111-40.8% |
| Participant deferral / active EE | $3,222 | $2,935+9.8% | $4,082-21.1% | $3,350-3.8% |
| Admin fee / account holder | $6 | $656-99.1% | $5,478-99.9% | $521-98.8% |