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: MASSACHUSETTS MUTUAL LIFE INS Service code 49 · EIN 04-1590850 | Other Services | $115,951 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,142 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $542 |
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 | $57,788 | $105,190-45.1% | $98,907-41.6% | $90,288-36.0% |
| Participation rate | 92.2% | 86.4%+5.8pp | 76.0%+16.1pp | 73.4%+18.8pp |
| Annual return | 17.66% | 18.52%-0.9pp | 196.43%-178.8pp | 53.97%-36.3pp |
| Employer contribution / active EE | $2,434 | $3,831-36.5% | $2,689-9.5% | $2,524-3.6% |
| Participant deferral / active EE | $4,403 | $5,616-21.6% | $4,244+3.7% | $4,232+4.0% |
| Admin fee / account holder | $116 | $97+19.6% | $6,642-98.2% | $114+2.0% |