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 |
|---|---|---|
LEBENSON ACTUARIAL SERVICES2+ years Service code 17 · EIN 26-1714874 | Pension Consulting | $13,854 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $1,565 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,779 | $23,385-75.3% | $69,182-91.6% | $57,658-90.0% |
| Participation rate | 76.1% | 37.9%+38.2pp | 55.1%+21.0pp | 70.2%+5.9pp |
| Annual return | 6.37% | -659.34%+665.7pp | -21.93%+28.3pp | 5.13%+1.2pp |
| Employer contribution / active EE | $231 | $422-45.2% | $1,206-80.8% | $1,974-88.3% |
| Participant deferral / active EE | $1,245 | $843+47.7% | $1,897-34.4% | $3,061-59.3% |
| Admin fee / account holder | $55 | $82-32.5% | $2,697-97.9% | $95-41.3% |