See peer percentile detail. $4.99 for your first month.
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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 Service code 15 · EIN 04-1590850 | Recordkeeping | $964 |
Service code 49 | Other Services | $27 |
Service code 27 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SVCS INC Service code 15 · EIN 51-0116113 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310844 | Recordkeeping | $0 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 | Recordkeeping | $0 |
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 | $70,427 | $91,019-22.6% | $392,568-82.1% | $72,985-3.5% |
| Participation rate | 60.7% | 74.4%-13.7pp | 78.1%-17.4pp | 69.5%-8.8pp |
| Annual return | 23.26% | 20.00%+3.3pp | 24.42%-1.2pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,579 | $2,751-42.6% | $3,783-58.3% | $2,440-35.3% |
| Participant deferral / active EE | $2,956 | $4,570-35.3% | $5,985-50.6% | $3,607-18.1% |
| Admin fee / account holder | $25 | $4,895-99.5% | $6,260-99.6% | $5,124-99.5% |