See peer percentile detail. $4.99 for your first month.
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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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 49 · EIN 04-1590850 | Other Services | $588,950 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SVCS INS AGENCY INC Service code 27 · EIN 51-0120742 | Advisory (Plan) | $82,084 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $51,133 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 22-2169185 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
RYDEX SGI1 year Service code 52 · EIN 48-6104426 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGARD Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
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.
Employer contribution per participant 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 | $87,274 | $96,261-9.3% | $76,768+13.7% | $68,904+26.7% |
| Participation rate | 44.9% | 87.0%-42.1pp | 77.0%-32.0pp | 74.1%-29.2pp |
| Annual return | -1.63% | -0.85%-0.8pp | 2.43%-4.1pp | 1.07%-2.7pp |
| Employer contribution / active EE | $1,085 | $3,303-67.1% | $2,485-56.3% | $2,540-57.3% |
| Participant deferral / active EE | $2,359 | $5,537-57.4% | $3,852-38.8% | $4,015-41.2% |
| Admin fee / account holder | $203 | $73+178.8% | $6,675-97.0% | $71+184.9% |