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 8-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 52 · EIN 04-1590850 | Indirect Investment Fees | $32,797 |
YANULIS & ASSOCIATES2 years Filed as: YANULIS & ASSOCIATES, INC. Service code 50 · EIN 16-1418035 | Direct Payment | $1,900 |
YANULIS & ASSOCIATES3+ years Filed as: YANULIS & ASSOCIATES, INC. DBA PKY Service code 13 · EIN 16-1418035 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,135 | $71,192-31.0% | $117,854-58.3% | $62,292-21.1% |
| Participation rate | 63.2% | 74.2%-11.0pp | 79.7%-16.4pp | 69.5%-6.3pp |
| Annual return | 12.74% | 18.66%-5.9pp | 335.08%-322.3pp | 28.90%-16.2pp |
| Employer contribution / active EE | $600 | $1,934-69.0% | $3,786-84.2% | $2,042-70.6% |
| Participant deferral / active EE | $2,506 | $3,189-21.4% | $4,482-44.1% | $3,169-20.9% |
| Admin fee / account holder | $186 | $587-68.4% | $8,020-97.7% | $479-61.3% |