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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20,476 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $7,799 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS5 years Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON5 years Filed as: FRANKLINTEMPLETON Service code 52 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,694 | $56,485-49.2% | $185,823-84.6% | $86,799-66.9% |
| Participation rate | 10.6% | 65.5%-54.8pp | 81.7%-71.1pp | 72.3%-61.6pp |
| Annual return | 13.11% | 118.04%-104.9pp | 122.05%-108.9pp | 97.91%-84.8pp |
| Employer contribution / active EE | $36 | $1,843-98.0% | $5,167-99.3% | $2,405-98.5% |
| Participant deferral / active EE | $340 | $2,553-86.7% | $5,568-93.9% | $4,131-91.8% |
| Admin fee / account holder | $126 | $150-16.0% | $16,237-99.2% | $170-25.9% |