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 |
|---|---|---|
FUTURE BENEFITS3 years Service code 26 · EIN 06-1217398 1781 HIGHLAND AVE · CHESHIRE, CT 06410 | Advisory (Participants) | $26,810 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSRNC CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Indirect Investment Fees | $12,373 |
PENSION ASSURANCE LLP3 years Filed as: THE PENSION SERVICE INC Service code 13 | Contract Administrator | $3,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,669 | $54,590-1.7% | $81,930-34.5% | $73,488-27.0% |
| Participation rate | 36.5% | 68.3%-31.8pp | 72.0%-35.4pp | 70.7%-34.1pp |
| Annual return | 19.02% | 17.74%+1.3pp | 29.49%-10.5pp | 28.51%-9.5pp |
| Employer contribution / active EE | $254 | $1,636-84.5% | $4,310-94.1% | $2,270-88.8% |
| Participant deferral / active EE | $1,658 | $2,759-39.9% | $7,107-76.7% | $3,740-55.6% |
| Admin fee / account holder | $101 | $592-83.0% | $5,158-98.0% | $513-80.4% |