See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 04-2675571 | Investment Management | $22,326 |
Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $14,174 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $5,300 |
Filed as: COMMONWEALTH EQUITY SERVICES, LLC Service code 27 · EIN 04-2675571 DBA COMMONWEALTH · WALTHAM, MA 024533483 | Advisory (Plan) | $1,072 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $63,675 | $63,114+0.9% | $92,893-31.5% | $65,185-2.3% |
| Participation rate | 55.0% | 68.8%-13.7pp | 76.0%-21.0pp | 70.2%-15.2pp |
| Annual return | 23.51% | 28.75%-5.2pp | 109.41%-85.9pp | 29.38%-5.9pp |
| Employer contribution / active EE | $1,224 | $2,571-52.4% | $3,653-66.5% | $2,177-43.8% |
| Participant deferral / active EE | $1,917 | $3,108-38.3% | $4,236-54.7% | $3,514-45.4% |
| Admin fee / account holder | $240 | $624-61.4% | $5,794-95.9% | $847-71.6% |