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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $11,283 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH I Service code 55 · EIN 13-5674085 | Other Commissions | $6,255 |
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 | $27,193 | $62,132-56.2% | $185,823-85.4% | $73,488-63.0% |
| Participation rate | 39.3% | 67.8%-28.5pp | 78.0%-38.7pp | 70.7%-31.3pp |
| Annual return | 18.80% | 20.44%-1.6pp | 35.95%-17.2pp | 28.51%-9.7pp |
| Employer contribution / active EE | $673 | $1,681-60.0% | $4,087-83.5% | $2,270-70.4% |
| Participant deferral / active EE | $1,964 | $3,711-47.1% | $5,632-65.1% | $3,740-47.5% |
| Admin fee / account holder | $299 | $419-28.5% | $9,500-96.8% | $513-41.6% |