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: MASS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,981 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORP Service code 53 · EIN 95-2834236 | Insurance Commissions | $9,029 |
HUNNEX AND SHOEMAKER, INC.4 years Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 | Contract Administrator | $3,139 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,478 | $58,879-60.1% | $178,490-86.8% | $73,488-68.1% |
| Participation rate | 78.7% | 66.2%+12.5pp | 81.9%-3.2pp | 70.7%+8.0pp |
| Annual return | 16.55% | 24.86%-8.3pp | 151.07%-134.5pp | 28.51%-12.0pp |
| Employer contribution / active EE | $956 | $2,236-57.3% | $5,011-80.9% | $2,270-57.9% |
| Participant deferral / active EE | $2,864 | $2,567+11.6% | $5,202-44.9% | $3,740-23.4% |
| Admin fee / account holder | $82 | $400-79.6% | $13,984-99.4% | $513-84.0% |