See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $22,472 |
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $9,191 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $8,020 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $45,618 | $89,652-49.1% | $141,162-67.7% | $65,185-30.0% |
| Participation rate | 83.4% | 74.7%+8.7pp | 82.5%+0.9pp | 70.2%+13.2pp |
| Annual return | 24.45% | 32.79%-8.3pp | 71.39%-46.9pp | 29.38%-4.9pp |
| Employer contribution / active EE | $2,824 | $3,065-7.9% | $4,735-40.4% | $2,177+29.7% |
| Participant deferral / active EE | $5,414 | $5,691-4.9% | $6,709-19.3% | $3,514+54.1% |
| Admin fee / account holder | $186 | $569-67.2% | $10,261-98.2% | $847-78.0% |