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 |
|---|---|---|
Service code 13 · EIN 27-0293282 12276 SAN JOSE BLVD SUITE 301 · JACKSONVILLE, FL 32223 | Contract Administrator | $3,212 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,786 |
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 | $15,481 | $42,396-63.5% | $67,313-77.0% | $56,287-72.5% |
| Participation rate | 67.6% | 61.0%+6.7pp | 69.1%-1.4pp | 69.9%-2.2pp |
| Annual return | 9.91% | -36.63%+46.5pp | -4.08%+14.0pp | -9.96%+19.9pp |
| Employer contribution / active EE | $1,086 | $1,414-23.2% | $2,566-57.7% | $2,111-48.6% |
| Participant deferral / active EE | $2,116 | $2,360-10.3% | $3,568-40.7% | $3,350-36.8% |
| Admin fee / account holder | $154 | $510-69.8% | $4,507-96.6% | $521-70.4% |