See peer percentile detail. $4.99 for your first month.
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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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $4,400 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,591 |
Filed as: MML INVESTORS SERVICES INC. Service code 53 · EIN 04-1590850 | Insurance Commissions | $0 |
YANULIS & ASSOCIATES1 year Filed as: YANULIS & ASSOCIATES, INC. Service code 13 · EIN 16-1418035 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,731 | $72,607-50.8% | $90,749-60.6% | $66,914-46.6% |
| Participation rate | 68.3% | 73.7%-5.4pp | 75.7%-7.4pp | 69.8%-1.5pp |
| Annual return | -8.39% | -12.28%+3.9pp | -12.16%+3.8pp | 1.58%-10.0pp |
| Employer contribution / active EE | $334 | $2,369-85.9% | $2,921-88.6% | $2,544-86.9% |
| Participant deferral / active EE | $2,602 | $3,977-34.6% | $4,564-43.0% | $4,237-38.6% |
| Admin fee / account holder | $43 | $707-93.9% | $8,445-99.5% | $593-92.7% |