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 52 · EIN 04-1590850 | Indirect Investment Fees | $28,529 |
Filed as: MML INVESTORS SERVICES, INC. Service code 53 · EIN 04-2746212 | Insurance Commissions | $6,934 |
ALLIED CONSULTANTS, INC3 years Filed as: ALLIED CONSULTANTS, INC. Service code 13 · EIN 95-4171622 14768 PIPELINE AVENUE · CHINO HILLS, CA 91709 | Contract Administrator | $315 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,427 | $84,936+150.1% | $111,297+90.9% | $79,386+167.6% |
| Participation rate | 71.9% | 75.9%-4.0pp | 77.3%-5.4pp | 70.7%+1.2pp |
| Annual return | 15.85% | 17.45%-1.6pp | 54.65%-38.8pp | 116.85%-101.0pp |
| Employer contribution / active EE | $2,141 | $1,979+8.2% | $2,731-21.6% | $2,427-11.8% |
| Participant deferral / active EE | $11,696 | $3,888+200.8% | $4,487+160.7% | $4,046+189.1% |
| Admin fee / account holder | $248 | $537-53.8% | $7,964-96.9% | $626-60.4% |