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 9-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 INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $16,273 |
MSI FINANCIAL SERVICES INC.2 years Filed as: MSI FINANCIAL SERVICES Service code 55 1295 STATE ST MIP E410 · SPRINGFIELD, MA 01111 | Other Commissions | $7,741 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,225 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,387 | $75,284-55.7% | $91,001-63.3% | $69,631-52.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 14.44% | 48.40%-34.0pp | 4.60%+9.8pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $2,503 | $2,473+1.2% | $2,456+1.9% | $2,032+23.2% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,547-100.0% | $3,224-100.0% |
| Admin fee / account holder | $16 | $111-85.6% | $5,417-99.7% | $110-85.6% |