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 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $110,152 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $53,581 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,055 | $73,497-52.3% | $101,248-65.4% | $93,223-62.4% |
| Participation rate | 89.4% | 84.5%+4.8pp | 75.8%+13.6pp | 74.9%+14.5pp |
| Annual return | 25.14% | 11.66%+13.5pp | 46.47%-21.3pp | 19.29%+5.9pp |
| Employer contribution / active EE | $1,666 | $3,600-53.7% | $3,660-54.5% | $2,680-37.8% |
| Participant deferral / active EE | $2,078 | $3,303-37.1% | $4,370-52.5% | $4,563-54.5% |
| Admin fee / account holder | $21 | $121-83.0% | $5,945-99.7% | $79-74.0% |