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 AMERICA5+ years Service code 15 · EIN 59-1199408 | Recordkeeping | $4,862 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,801 | $59,839-63.6% | $81,983-73.4% | $79,858-72.7% |
| Participation rate | 67.3% | 61.6%+5.7pp | 69.2%-1.9pp | 69.6%-2.3pp |
| Annual return | 10.78% | 17.56%-6.8pp | 41.31%-30.5pp | 31.71%-20.9pp |
| Employer contribution / active EE | $889 | $1,713-48.1% | $2,498-64.4% | $2,471-64.0% |
| Participant deferral / active EE | $1,350 | $2,695-49.9% | $3,722-63.7% | $3,740-63.9% |
| Admin fee / account holder | $57 | $4,287-98.7% | $5,664-99.0% | $5,306-98.9% |