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 | $3,620 |
OTHER1 year Service code 99 · EIN 01-2345678 | Other Fees | $3,329 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY Service code 17 · EIN 74-1537058 | Pension Consulting | $0 |
Filed as: NORTHWESTERN MUT INV SVC Service code 26 · EIN 52-2114207 | Advisory (Participants) | $0 |
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 | $23,899 | $26,479-9.7% | $74,701-68.0% | $77,787-69.3% |
| Participation rate | 24.0% | 37.6%-13.7pp | 54.5%-30.5pp | 73.2%-49.3pp |
| Annual return | 20.75% | 38.31%-17.6pp | 752.92%-732.2pp | 32.57%-11.8pp |
| Employer contribution / active EE | $330 | $440-24.9% | $1,084-69.6% | $2,504-86.8% |
| Participant deferral / active EE | $641 | $1,074-40.4% | $1,964-67.4% | $3,967-83.8% |
| Admin fee / account holder | $17 | $119-85.8% | $3,333-99.5% | $100-83.1% |