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: MASSMUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $159,615 |
PINNACLE PENSION SERVICES4+ years Service code 15 · EIN 82-0433443 | Recordkeeping | $5,225 |
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 | $163,594 | $73,102+123.8% | $123,544+32.4% | $56,287+190.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -3.20% | 3.01%-6.2pp | 119.20%-122.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $9,271 | $2,977+211.4% | $4,628+100.3% | $2,111+339.2% |
| Participant deferral / active EE | $8,915 | $5,423+64.4% | $6,426+38.7% | $3,350+166.1% |
| Admin fee / account holder | $47 | $554-91.6% | $9,284-99.5% | $521-91.0% |