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 | $3,438 |
THE AIMPOINT GROUP2 years Service code 14 · EIN 46-1931817 | Plan Administrator | $1,038 |
MORGAN STANLEY SMITH BARNEY2 years 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 | $117,007 | $54,045+116.5% | $115,157+1.6% | $65,185+79.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 75.9%+24.1pp | 70.2%+29.8pp |
| Annual return | 22.22% | 26.55%-4.3pp | 35.60%-13.4pp | 29.38%-7.2pp |
| Employer contribution / active EE | $9,391 | $1,653+468.1% | $3,179+195.4% | $2,177+331.4% |
| Participant deferral / active EE | $4,645 | $2,504+85.5% | $4,168+11.4% | $3,514+32.2% |
| Admin fee / account holder | $16 | $626-97.4% | $7,088-99.8% | $847-98.1% |