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 Service code 27 INS COMP DBA MML INVESTO · CINCINNATI, OH 452771115 | Advisory (Plan) | $26,283 |
ELLIS BENEFITS GROUP, INC.5+ years Service code 13 P.O. BOX 2470 · CORDOVA, TN 380882470 | Contract Administrator | $8,669 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $899 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return 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 | $82,628 | $89,355-7.5% | $141,162-41.5% | $72,985+13.2% |
| Participation rate | 79.0% | 75.1%+3.9pp | 82.5%-3.5pp | 69.5%+9.5pp |
| Annual return | 18.96% | 111.85%-92.9pp | 71.39%-52.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,380 | $3,114-55.7% | $4,735-70.9% | $2,440-43.5% |
| Participant deferral / active EE | $4,254 | $5,418-21.5% | $6,709-36.6% | $3,607+17.9% |
| Admin fee / account holder | $178 | $5,958-97.0% | $10,261-98.3% | $5,124-96.5% |