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 | $22,132 |
PFG1 year Filed as: PFG PRIVATE WEALTH MANAGEMENT, LLC Service code 26 18572 N DALE MABRY HWY · LUTZ, FL 33548 | Advisory (Participants) | $8,582 |
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 | $92,228 | $80,753+14.2% | $136,294-32.3% | $62,292+48.1% |
| Participation rate | 71.2% | 73.5%-2.4pp | 81.9%-10.8pp | 69.5%+1.6pp |
| Annual return | 17.68% | 35.83%-18.2pp | 5155.94%-5138.3pp | 28.90%-11.2pp |
| Employer contribution / active EE | $2,438 | $2,884-15.4% | $4,695-48.1% | $2,042+19.4% |
| Participant deferral / active EE | $4,342 | $5,164-15.9% | $6,247-30.5% | $3,169+37.0% |
| Admin fee / account holder | $70 | $525-86.7% | $9,243-99.2% | $479-85.4% |