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 | $2,628 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,726 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
PLANNING CORP OF AMERICA1 year Filed as: PLANNING CORP. OF AMERICA 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 | $82,097 | $52,953+55.0% | $172,739-52.5% | $65,185+25.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.40% | 30.12%-8.7pp | 802.84%-781.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $2,221 | $2,190+1.4% | $5,143-56.8% | $2,177+2.0% |
| Participant deferral / active EE | $4,171 | $2,471+68.8% | $5,198-19.8% | $3,514+18.7% |
| Admin fee / account holder | $28 | $472-94.2% | $13,954-99.8% | $847-96.7% |