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 | $48,378 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $26,855 |
Filed as: NICHOLAS HICKS & FARMER - WA Service code 99 | Other Fees | $3,280 |
Service code 49 | Other Services | $27 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,348 | $86,332-71.8% | $125,175-80.5% | $65,185-62.6% |
| Participation rate | 76.5% | 75.3%+1.2pp | 79.8%-3.3pp | 70.2%+6.3pp |
| Annual return | 21.72% | 27.43%-5.7pp | 43.79%-22.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $3,302 | $2,040+61.9% | $3,865-14.6% | $2,177+51.7% |
| Participant deferral / active EE | $4,921 | $3,537+39.1% | $4,937-0.3% | $3,514+40.0% |
| Admin fee / account holder | $258 | $609-57.6% | $9,702-97.3% | $847-69.5% |