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 52 · EIN 04-1590850 | Indirect Investment Fees | $12,103 |
LPA INSURANCE AGENCY INC2+ years Service code 53 · EIN 68-0417308 | Insurance Commissions | $5,507 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 13 · EIN 31-1299207 25 MERCHANT STREET #135 · CINCINNATI, OH 45246 | Contract Administrator | $1,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,948 | $52,467-88.7% | $57,179-89.6% | $55,167-89.2% |
| Participation rate | 61.6% | 75.8%-14.3pp | 75.3%-13.8pp | 69.0%-7.4pp |
| Annual return | 12.53% | 7.72%+4.8pp | 14.59%-2.1pp | 169.23%-156.7pp |
| Employer contribution / active EE | $1,051 | $2,477-57.6% | $2,682-60.8% | $1,963-46.5% |
| Participant deferral / active EE | $1,684 | $2,830-40.5% | $3,096-45.6% | $3,054-44.9% |
| Admin fee / account holder | $52 | $269-80.9% | $3,139-98.4% | $504-89.8% |