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 | $6,732 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,357 |
AB FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 | Indirect Investment Fees | $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 | $36,839 | $91,190-59.6% | $178,490-79.4% | $79,858-53.9% |
| Participation rate | 45.6% | 69.2%-23.6pp | 81.9%-36.4pp | 69.6%-24.1pp |
| Annual return | 11.10% | 24.19%-13.1pp | 151.07%-140.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $691 | $3,256-78.8% | $5,011-86.2% | $2,471-72.0% |
| Participant deferral / active EE | $1,847 | $3,236-42.9% | $5,202-64.5% | $3,740-50.6% |
| Admin fee / account holder | $169 | $6,751-97.5% | $13,984-98.8% | $5,306-96.8% |