Filed December 2, 2019
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 RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $24,188 |
Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $10,140 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $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 | $96,401 | $63,114+52.7% | $92,893+3.8% | $65,185+47.9% |
| Participation rate | 97.2% | 68.8%+28.4pp | 76.0%+21.2pp | 70.2%+27.0pp |
| Annual return | 24.94% | 28.75%-3.8pp | 109.41%-84.5pp | 29.38%-4.4pp |
| Employer contribution / active EE | $5,540 | $2,571+115.5% | $3,653+51.7% | $2,177+154.5% |
| Participant deferral / active EE | $7,861 | $3,108+152.9% | $4,236+85.6% | $3,514+123.7% |
| Admin fee / account holder | $151 | $624-75.7% | $5,794-97.4% | $847-82.1% |