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 INS Service code 49 · EIN 04-1590850 | Other Services | $51,727 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,471 |
NFP RETIREMENT INC2+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $11,250 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 50 · EIN 38-1357951 | Direct Payment | $6,150 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,547 | $80,211-24.5% | $74,183-18.4% | $63,975-5.4% |
| Participation rate | 91.7% | 84.2%+7.5pp | 76.6%+15.0pp | 71.1%+20.5pp |
| Annual return | 8.09% | 14.13%-6.0pp | 17.74%-9.6pp | 48.65%-40.6pp |
| Employer contribution / active EE | $2,409 | $2,553-5.6% | $2,370+1.7% | $2,182+10.4% |
| Participant deferral / active EE | $4,418 | $4,370+1.1% | $3,550+24.5% | $3,356+31.6% |
| Admin fee / account holder | $4 | $67-93.4% | $5,586-99.9% | $70-93.7% |