See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COMPENSATION SYSTEMS, INC.7+ years Service code 13 · EIN 56-1129270 | Contract Administrator | $2,070 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $875 |
MMLIS1 year Service code 53 | Insurance Commissions | $401 |
Filed as: MML INVESTOR SERVICES INC. Service code 53 | Insurance Commissions | $306 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $300 |
Filed as: MML INVESTOR SERVICES, INC. Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,843 | $59,805-30.0% | $79,550-47.4% | $68,494-38.9% |
| Participation rate | 72.3% | 61.1%+11.2pp | 69.5%+2.8pp | 67.9%+4.4pp |
| Annual return | -17.65% | -12.30%-5.4pp | 0.16%-17.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,188 | $1,505-21.0% | $2,413-50.8% | $2,596-54.2% |
| Participant deferral / active EE | $6,027 | $3,024+99.3% | $3,985+51.2% | $4,027+49.7% |
| Admin fee / account holder | $9 | $4,835-99.8% | $6,832-99.9% | $5,403-99.8% |