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 7-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 INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $90,727 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $3,532 |
Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 53 · EIN 20-3247391 | Insurance Commissions | $439 |
MY BENEFITS, LLC1 year Service code 13 · EIN 45-2098380 | Contract Administrator | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $49,144 | $65,376-24.8% | $87,100-43.6% | $65,185-24.6% |
| Participation rate | 92.2% | 75.3%+16.9pp | 76.9%+15.3pp | 70.2%+22.0pp |
| Annual return | 49.48% | 31.27%+18.2pp | 28.19%+21.3pp | 29.38%+20.1pp |
| Employer contribution / active EE | $3,640 | $1,822+99.7% | $2,521+44.3% | $2,177+67.2% |
| Participant deferral / active EE | $5,687 | $3,388+67.8% | $4,049+40.5% | $3,514+61.8% |
| Admin fee / account holder | $237 | $520-54.4% | $7,497-96.8% | $847-72.0% |