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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $52,340 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $14,584 |
Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,112 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $550 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,190 | $81,908-69.2% | $90,749-72.2% | $64,808-61.1% |
| Participation rate | 88.5% | 80.5%+8.0pp | 75.7%+12.8pp | 71.5%+17.0pp |
| Annual return | -13.16% | -12.53%-0.6pp | -12.16%-1.0pp | 32.82%-46.0pp |
| Employer contribution / active EE | $1,248 | $3,065-59.3% | $2,921-57.3% | $2,506-50.2% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $4,564-100.0% | $4,310-100.0% |
| Admin fee / account holder | $76 | $157-51.9% | $8,445-99.1% | $188-59.8% |