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 LFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $13,998 |
Filed as: MERRILL LYNCH PIERCE FENNER Service code 70 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Consulting Fees | $6,339 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,662 | $70,908-94.8% | $98,907-96.3% | $73,488-95.0% |
| Participation rate | 80.5% | 73.8%+6.7pp | 76.0%+4.5pp | 70.7%+9.8pp |
| Annual return | 19.26% | 34.17%-14.9pp | 196.43%-177.2pp | 28.51%-9.3pp |
| Employer contribution / active EE | $565 | $2,036-72.3% | $2,689-79.0% | $2,270-75.1% |
| Participant deferral / active EE | $1,010 | $3,500-71.1% | $4,244-76.2% | $3,740-73.0% |
| Admin fee / account holder | $68 | $535-87.2% | $6,642-99.0% | $513-86.7% |