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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,114 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $8,638 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,827 | $52,293-73.6% | $178,490-92.3% | $73,409-81.2% |
| Participation rate | 36.3% | 65.3%-29.0pp | 81.9%-45.6pp | 72.2%-35.9pp |
| Annual return | 4.13% | 34.75%-30.6pp | 151.07%-146.9pp | 59.29%-55.2pp |
| Employer contribution / active EE | $365 | $1,735-79.0% | $5,011-92.7% | $2,234-83.7% |
| Participant deferral / active EE | $786 | $2,332-66.3% | $5,202-84.9% | $3,805-79.3% |
| Admin fee / account holder | $65 | $127-48.9% | $13,984-99.5% | $158-58.8% |