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 |
|---|---|---|
IMA WEALTH INC1 year Filed as: TRUENORTH SECURITIES INC Service code 27 · EIN 48-1233289 | Advisory (Plan) | $8,696 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $3,156 |
Filed as: PENTEC PENSION MGT GROUP INC Service code 15 · EIN 75-2776689 | Recordkeeping | $778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,518 | $89,355-73.7% | $141,162-83.3% | $72,985-67.8% |
| Participation rate | 63.9% | 75.1%-11.3pp | 82.5%-18.6pp | 69.5%-5.6pp |
| Annual return | 52.07% | 111.85%-59.8pp | 71.39%-19.3pp | 81.00%-28.9pp |
| Employer contribution / active EE | $1,449 | $3,114-53.5% | $4,735-69.4% | $2,440-40.6% |
| Participant deferral / active EE | $3,359 | $5,418-38.0% | $6,709-49.9% | $3,607-6.9% |
| Admin fee / account holder | $38 | $5,958-99.4% | $10,261-99.6% | $5,124-99.3% |