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 |
|---|---|---|
Service code 13 · EIN 27-0293282 | Contract Administrator | $2,585 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,536 |
Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 27 · EIN 59-1199408 | Advisory (Plan) | $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 | $81,878 | $47,977+70.7% | $154,107-46.9% | $56,287+45.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -3.89% | 3.54%-7.4pp | 735.12%-739.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,412 | $2,169+11.2% | $5,298-54.5% | $2,111+14.3% |
| Participant deferral / active EE | $4,610 | $2,392+92.8% | $5,081-9.3% | $3,350+37.6% |
| Admin fee / account holder | $32 | $438-92.7% | $13,411-99.8% | $521-93.9% |