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: MASSASHUSETTS MUTUAL LIFE INS. CO. Service code 52 · EIN 04-1590850 1300 S. CLINTON STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $26,764 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Insurance Commissions | $22,010 |
PRB ADMINISTRATORS, INC.4+ years Service code 13 · EIN 38-2799783 1990 S. BUNDY DRIVE, SUITE 410 · LOS ANGELES, CA 90025 | Contract Administrator | $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 | $62,332 | $62,586-0.4% | $76,768-18.8% | $64,186-2.9% |
| Participation rate | 79.2% | 72.8%+6.4pp | 77.0%+2.2pp | 69.6%+9.6pp |
| Annual return | -7.13% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,478 | $3,145-21.2% | $3,852-35.7% | $3,470-28.6% |
| Admin fee / account holder | $241 | $4,667-94.8% | $6,675-96.4% | $4,888-95.1% |