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: MML INVESTORS SERVICES INC. Service code 53 | Insurance Commissions | $17,878 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,142 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $6,690 |
BENEFIT PLANNING & ADMINISTRATION3+ years Service code 13 · EIN 25-1407261 | Contract Administrator | $553 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,422 | $47,977-34.5% | $154,107-79.6% | $56,287-44.2% |
| Participation rate | 63.2% | 66.2%-3.0pp | 83.0%-19.9pp | 69.9%-6.7pp |
| Annual return | 8.01% | 3.54%+4.5pp | 735.12%-727.1pp | -9.96%+18.0pp |
| Employer contribution / active EE | $1,169 | $2,169-46.1% | $5,298-77.9% | $2,111-44.6% |
| Participant deferral / active EE | $1,458 | $2,392-39.0% | $5,081-71.3% | $3,350-56.5% |
| Admin fee / account holder | $105 | $438-76.1% | $13,411-99.2% | $521-79.9% |