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 PARTY ADMINISTRATORS,LLC Service code 37 5252 PEACHTREE ROAD · ATLANTA, GA 30341 | Loan Processing | $17,474 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $14,609 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 | Recordkeeping | $177 |
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 | $14,358 | $40,522-64.6% | $84,611-83.0% | $67,579-78.8% |
| Participation rate | 35.0% | 51.1%-16.1pp | 68.2%-33.2pp | 71.3%-36.3pp |
| Annual return | 22.74% | 32.72%-10.0pp | 258.74%-236.0pp | 378.56%-355.8pp |
| Employer contribution / active EE | $789 | $1,146-31.1% | $2,652-70.2% | $2,148-63.2% |
| Participant deferral / active EE | $1,459 | $2,132-31.6% | $3,899-62.6% | $3,539-58.8% |
| Admin fee / account holder | $130 | $145-10.6% | $4,912-97.4% | $142-8.7% |