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 INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,240 |
THE AIMPOINT GROUP1 year Service code 14 · EIN 46-1931817 | Plan Administrator | $1,150 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310844 | Other Services | $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 | $103,346 | $65,557+57.6% | $105,738-2.3% | $56,287+83.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 76.3%+23.7pp | 69.9%+30.1pp |
| Annual return | -6.27% | -1.32%-4.9pp | 6.27%-12.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $10,112 | $1,788+465.5% | $3,268+209.4% | $2,111+379.0% |
| Participant deferral / active EE | $5,067 | $2,418+109.6% | $4,080+24.2% | $3,350+51.3% |
| Admin fee / account holder | $19 | $561-96.5% | $6,913-99.7% | $521-96.3% |