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 |
|---|---|---|
QBI, LLC1 year Service code 49 · EIN 26-2768667 | Other Services | $4,350 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,798 |
Filed as: MESIROW FINANCIAL INVEST MGT, INC. Service code 49 | Other Services | $22 |
SBHU LIFE AGENCY INC1 year Service code 27 · EIN 13-2896238 | 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 | $32,542 | $59,186-45.0% | $76,768-57.6% | $56,287-42.2% |
| Participation rate | 70.3% | 75.2%-4.9pp | 77.0%-6.7pp | 69.9%+0.5pp |
| Annual return | -4.89% | 6.62%-11.5pp | 2.43%-7.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $986 | $1,759-43.9% | $2,485-60.3% | $2,111-53.3% |
| Participant deferral / active EE | $2,970 | $3,255-8.8% | $3,852-22.9% | $3,350-11.3% |
| Admin fee / account holder | $34 | $489-93.1% | $6,675-99.5% | $521-93.5% |