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 15 · EIN 04-1590850 | Recordkeeping | $150 |
GOLDLEAF PARTNERS3+ years Service code 99 · EIN 45-0514557 | Other Fees | $130 |
Filed as: PREFERRED PRODUCT NETWORK, INC. Service code 99 · EIN 42-1255850 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $53,376 | $47,977+11.3% | $154,107-65.4% | $56,287-5.2% |
| Participation rate | 30.8% | 66.2%-35.3pp | 83.0%-52.2pp | 69.9%-39.0pp |
| Annual return | -6.84% | 3.54%-10.4pp | 735.12%-742.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $616 | $2,169-71.6% | $5,298-88.4% | $2,111-70.8% |
| Participant deferral / active EE | $939 | $2,392-60.7% | $5,081-81.5% | $3,350-72.0% |
| Admin fee / account holder | $4 | $438-99.0% | $13,411-100.0% | $521-99.1% |