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: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,296 |
HICKS PENSION SERVICES2 years Service code 15 · EIN 94-2158860 | Recordkeeping | $0 |
Filed as: INDEPENDENT FNCL GROUP INC Service code 26 · EIN 03-0491379 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,754 | $47,922-37.9% | $75,886-60.8% | $65,185-54.4% |
| Participation rate | 87.7% | 63.0%+24.7pp | 69.3%+18.4pp | 70.2%+17.5pp |
| Annual return | 20.90% | 24.12%-3.2pp | 30.76%-9.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $657 | $2,550-74.3% | $3,603-81.8% | $3,514-81.3% |
| Admin fee / account holder | $6 | $532-98.9% | $5,418-99.9% | $847-99.3% |