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 |
|---|---|---|
WALKER BENEFITS, LLC1 year Service code 16 · EIN 32-0453512 | Consulting | $8,180 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 15 · EIN 04-1590850 | Recordkeeping | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $3,984 | $46,173-91.4% | $170,442-97.7% | $69,631-94.3% |
| Participation rate | 53.3% | 63.9%-10.6pp | 83.6%-30.3pp | 70.7%-17.4pp |
| Annual return | 19.21% | 21.62%-2.4pp | 205.93%-186.7pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $336 | $1,610-79.1% | $5,433-93.8% | $2,032-83.4% |
| Participant deferral / active EE | $544 | $2,080-73.9% | $4,939-89.0% | $3,224-83.1% |
| Admin fee / account holder | $34 | $116-70.6% | $13,880-99.8% | $110-69.1% |