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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $284 |
Filed as: PENTEC PENSION MGT GROUP INC Service code 15 · EIN 75-2776689 | Recordkeeping | $0 |
IMA WEALTH INC2 years Filed as: TRUENORTH SECURITIES INC Service code 27 · EIN 48-1233289 | Advisory (Plan) | $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 | $27,467 | $98,750-72.2% | $149,696-81.7% | $79,858-65.6% |
| Participation rate | 72.5% | 75.8%-3.3pp | 82.5%-10.0pp | 69.6%+2.8pp |
| Annual return | 14.43% | 27.43%-13.0pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,841 | $3,216-42.8% | $4,644-60.4% | $2,471-25.5% |
| Participant deferral / active EE | $4,555 | $5,680-19.8% | $6,842-33.4% | $3,740+21.8% |
| Admin fee / account holder | $3 | $6,053-99.9% | $9,309-100.0% | $5,306-99.9% |