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: MASSMUTUAL LIFE INSURANCE COMPANY Service code 33 · EIN 04-1590850 | Other fees; Securities brokerage; Inv... | $16,426 |
FIDUCIENT ADVISORS LLC1 year Service code 33 · EIN 36-4001764 | Securities brokerage; Investment mana... | $15,000 |
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 | $46,369 | $72,607-36.1% | $90,749-48.9% | $66,914-30.7% |
| Participation rate | 68.8% | 73.7%-4.8pp | 75.7%-6.9pp | 69.8%-1.0pp |
| Annual return | -13.27% | -12.28%-1.0pp | -12.16%-1.1pp | 1.58%-14.9pp |
| Employer contribution / active EE | $5,046 | $2,369+113.0% | $2,921+72.8% | $2,544+98.3% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $260 | $707-63.2% | $8,445-96.9% | $593-56.2% |