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 |
|---|---|---|
MA MUTUAL LIFE INS COMPANY3 years Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Indirect Investment Fees | $21,820 |
Service code 13 · EIN 63-0813240 110 OFFICE PARK DRIVE,SUITE 100 · BIRMINGHAM, AL 35223 | Contract Administrator | $0 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 53 · EIN 59-1199408 | Insurance Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,561 | $61,156+188.7% | $185,823-5.0% | $79,386+122.4% |
| Participation rate | 79.2% | 66.6%+12.6pp | 81.7%-2.5pp | 70.7%+8.5pp |
| Annual return | 12.52% | 19.45%-6.9pp | 122.05%-109.5pp | 116.85%-104.3pp |
| Employer contribution / active EE | $7,482 | $2,321+222.4% | $5,167+44.8% | $2,427+208.2% |
| Participant deferral / active EE | $6,343 | $2,789+127.5% | $5,568+13.9% | $4,046+56.8% |
| Admin fee / account holder | $157 | $710-77.9% | $16,237-99.0% | $626-74.9% |