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 |
|---|---|---|
PLANNING CORP OF AMERICA3+ years Service code 15 · EIN 59-1199408 | Recordkeeping | $6,378 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,348 | $49,280-52.6% | $67,313-65.3% | $64,186-63.6% |
| Participation rate | 59.8% | 60.8%-1.0pp | 69.1%-9.3pp | 69.6%-9.8pp |
| Annual return | -6.80% | -1.39%-5.4pp | -4.08%-2.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $886 | $1,668-46.9% | $2,566-65.4% | $2,381-62.8% |
| Participant deferral / active EE | $1,519 | $2,484-38.8% | $3,568-57.4% | $3,470-56.2% |
| Admin fee / account holder | $17 | $3,863-99.6% | $4,507-99.6% | $4,888-99.7% |