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 | $490 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 99 · EIN 45-0514557 | Other Fees | $455 |
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 | $82,159 | $91,190-9.9% | $178,490-54.0% | $79,858+2.9% |
| Participation rate | 29.3% | 69.2%-39.9pp | 81.9%-52.7pp | 69.6%-40.4pp |
| Annual return | 14.32% | 24.19%-9.9pp | 151.07%-136.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $673 | $3,256-79.3% | $5,011-86.6% | $2,471-72.8% |
| Participant deferral / active EE | $1,256 | $3,236-61.2% | $5,202-75.9% | $3,740-66.4% |
| Admin fee / account holder | $17 | $6,751-99.8% | $13,984-99.9% | $5,306-99.7% |