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 5-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: MASS MUTUAL Service code 15 · EIN 04-1590850 N/A · SPRINGFIELD, MA 011110001 | Recordkeeping | $11,804 |
BENEFIT ADMINISTRATION, INC.2 years Service code 34 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Participant loan processing; Valuatio... | $1,675 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,965 | $57,354-75.7% | $83,848-83.3% | $64,186-78.2% |
| Participation rate | 83.3% | 68.6%+14.7pp | 76.1%+7.2pp | 69.6%+13.8pp |
| Annual return | -4.78% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,072 | $2,545+20.7% | $3,631-15.4% | $2,381+29.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $101 | $4,046-97.5% | $5,478-98.2% | $4,888-97.9% |