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 | $17,468 |
FOLEY BENEFITS GROUP5+ years Service code 13 · EIN 31-1634880 | Contract Administrator | $2,144 |
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 | $58,977 | $55,706+5.9% | $75,886-22.3% | $72,985-19.2% |
| Participation rate | 66.3% | 61.1%+5.2pp | 69.3%-3.0pp | 69.5%-3.2pp |
| Annual return | 16.16% | 27.59%-11.4pp | 30.76%-14.6pp | 81.00%-64.8pp |
| Employer contribution / active EE | $1,541 | $1,687-8.6% | $2,500-38.4% | $2,440-36.8% |
| Participant deferral / active EE | $2,373 | $2,634-9.9% | $3,603-34.1% | $3,607-34.2% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,418-100.0% | $5,124-100.0% |