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: VOYA RETIRMENT INS. AND ANNUITY CO Service code 37 · EIN 71-0294708 | Loan Processing | $800 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $52,219 | $76,552-31.8% | $123,892-57.9% | $62,891-17.0% |
| Participation rate | 53.3% | 73.0%-19.6pp | 81.4%-28.1pp | 69.3%-16.0pp |
| Annual return | 10.53% | 18.68%-8.1pp | 47.52%-37.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,728 | $4,840-43.6% | $5,984-54.4% | $3,203-14.8% |
| Admin fee / account holder | $25 | $4,826-99.5% | $8,357-99.7% | $4,296-99.4% |