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 52 · EIN 04-1590850 | Indirect Investment Fees | $9,637 |
TBS AGENCY INC4+ years Service code 53 · EIN 52-1473914 | Insurance Commissions | $6,051 |
BENEFIT PLANNING CONSULTANTS3 years Service code 13 · EIN 36-3036100 | Contract Administrator | $2,246 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,898 | $37,196-46.5% | $154,107-87.1% | $55,725-64.3% |
| Participation rate | 14.8% | 64.1%-49.3pp | 83.0%-68.2pp | 70.9%-56.0pp |
| Annual return | -6.07% | 1319.68%-1325.7pp | 735.12%-741.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $378 | $2,068-81.7% | $5,081-92.6% | $3,356-88.7% |
| Admin fee / account holder | $81 | $102-20.3% | $13,411-99.4% | $115-29.7% |