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 |
|---|---|---|
GRASSI & CO1 year Service code 10 · EIN 11-3266576 | Accounting | $11,039 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,358 |
ERP RETIREMENT SERVICES4+ years Filed as: ERP ACTUARIES & CONSULTANTS Service code 13 · EIN 20-4100804 | Contract Administrator | $0 |
Service code 49 · EIN 26-4310632 | Other Services | $0 |
SBHU LIFE AGENCY INC4+ years Service code 53 · EIN 13-2896238 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $169,735 | $63,114+168.9% | $92,893+82.7% | $65,185+160.4% |
| Participation rate | 67.8% | 68.8%-0.9pp | 76.0%-8.2pp | 70.2%-2.4pp |
| Annual return | 11.01% | 28.75%-17.7pp | 109.41%-98.4pp | 29.38%-18.4pp |
| Employer contribution / active EE | $1,911 | $2,571-25.6% | $3,653-47.7% | $2,177-12.2% |
| Participant deferral / active EE | $9,220 | $3,108+196.6% | $4,236+117.7% | $3,514+162.4% |
| Admin fee / account holder | $130 | $624-79.1% | $5,794-97.8% | $847-84.6% |