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 9-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 |
|---|---|---|
OTHER1 year Service code 49 | Other Services | $8,972 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $5,018 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
Filed as: MR. DENNIS COHAN Service code 22 8554 KATY FWY STE 102 · HOUSTON, TX 770241841 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,821 | $91,517-72.9% | $101,248-75.5% | $73,409-66.2% |
| Participation rate | 37.4% | 73.8%-36.4pp | 75.8%-38.4pp | 72.2%-34.8pp |
| Annual return | 10.94% | 17.17%-6.2pp | 46.47%-35.5pp | 59.29%-48.4pp |
| Employer contribution / active EE | $604 | $2,877-79.0% | $3,660-83.5% | $2,234-73.0% |
| Participant deferral / active EE | $2,485 | $3,338-25.6% | $4,370-43.1% | $3,805-34.7% |
| Admin fee / account holder | $76 | $216-65.0% | $5,945-98.7% | $158-52.1% |