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: MASSMUTUAL INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $42,132 |
PENSION ASSURANCE LLP5+ years Filed as: KB PENSION SERVICES, INC Service code 13 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,539 | $51,620-62.1% | $90,281-78.4% | $65,185-70.0% |
| Participation rate | 81.7% | 68.6%+13.1pp | 73.3%+8.5pp | 70.2%+11.5pp |
| Annual return | 18.54% | 24.94%-6.4pp | 78.10%-59.6pp | 29.38%-10.8pp |
| Employer contribution / active EE | $2,417 | $2,235+8.2% | $2,854-15.3% | $2,177+11.0% |
| Participant deferral / active EE | $624 | $2,871-78.3% | $3,885-83.9% | $3,514-82.2% |
| Admin fee / account holder | $188 | $384-51.0% | $5,351-96.5% | $847-77.8% |