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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,582 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 55 PO 771115 · CINCINNATI, OH 45277 | Other Commissions | $0 |
Filed as: MSI FINANCAL SERVICES Service code 55 1295 STATES ST · SPRINGFIELD, MA 01111 | Other Commissions | $0 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 13 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,437 | $71,192+45.3% | $117,854-12.2% | $62,292+66.1% |
| Participation rate | 53.3% | 74.2%-20.9pp | 79.7%-26.3pp | 69.5%-16.2pp |
| Annual return | 17.18% | 18.66%-1.5pp | 335.08%-317.9pp | 28.90%-11.7pp |
| Employer contribution / active EE | $623 | $1,934-67.8% | $3,786-83.5% | $2,042-69.5% |
| Participant deferral / active EE | $4,294 | $3,189+34.7% | $4,482-4.2% | $3,169+35.5% |
| Admin fee / account holder | $251 | $587-57.3% | $8,020-96.9% | $479-47.7% |