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 | $3,345 |
ERP RETIREMENT SERVICES3 years Service code 13 · EIN 20-4100804 | Contract Administrator | $0 |
SBHU LIFE AGENCY INC7+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,019 | $64,119+176.1% | $112,228+57.7% | $66,914+164.5% |
| Participation rate | 64.6% | 68.5%-3.9pp | 75.1%-10.5pp | 69.8%-5.2pp |
| Annual return | -14.82% | -13.81%-1.0pp | 27.45%-42.3pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,978 | $3,005-34.2% | $3,635-45.6% | $2,544-22.3% |
| Participant deferral / active EE | $8,919 | $3,693+141.5% | $4,728+88.6% | $4,237+110.5% |
| Admin fee / account holder | $27 | $625-95.7% | $6,410-99.6% | $593-95.5% |