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 MUTUAL LIFE INS CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $23,998 |
Filed as: MML INVESTORS SERVICES INC. Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
PENSERV PLAN SERVICES, INC.5 years Filed as: PENSERV, INC. Service code 13 · EIN 20-2872050 | Contract Administrator | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,868 | $74,706-41.3% | $75,696-42.0% | $79,386-44.7% |
| Participation rate | 61.5% | 75.3%-13.8pp | 74.8%-13.3pp | 70.7%-9.2pp |
| Annual return | 13.66% | 18.52%-4.9pp | 104.53%-90.9pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,461 | $2,590-43.6% | $2,743-46.7% | $2,427-39.8% |
| Participant deferral / active EE | $1,184 | $3,533-66.5% | $3,821-69.0% | $4,046-70.7% |
| Admin fee / account holder | $231 | $374-38.4% | $3,619-93.6% | $626-63.2% |