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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUL LIFE INSURANCE Service code 99 · EIN 04-1590850 | Other Fees | $0 |
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $0 |
ASCENSUS LLC2 years Filed as: THE HILB GROUP OF NEW ENGLAND, LLC Service code 49 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,594 | $64,119+27.3% | $112,228-27.3% | $66,914+21.9% |
| Participation rate | 42.7% | 68.5%-25.7pp | 75.1%-32.3pp | 69.8%-27.1pp |
| Annual return | -16.76% | -13.81%-2.9pp | 27.45%-44.2pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,700 | $3,005-43.4% | $3,635-53.2% | $2,544-33.2% |
| Participant deferral / active EE | $3,429 | $3,693-7.2% | $4,728-27.5% | $4,237-19.1% |
| Admin fee / account holder | $47 | $625-92.6% | $6,410-99.3% | $593-92.2% |