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 INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $29,796 |
BENEFIT PLANNING CONSULTANTS6+ years Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 13 · EIN 36-3036100 | Contract Administrator | $8,700 |
Filed as: MML INVESTORS SERVICES Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,267 | $58,879-50.3% | $178,490-83.6% | $73,488-60.2% |
| Participation rate | 64.6% | 66.2%-1.7pp | 81.9%-17.4pp | 70.7%-6.1pp |
| Annual return | 13.52% | 24.86%-11.3pp | 151.07%-137.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $978 | $2,236-56.3% | $5,011-80.5% | $2,270-56.9% |
| Participant deferral / active EE | $1,283 | $2,567-50.0% | $5,202-75.3% | $3,740-65.7% |
| Admin fee / account holder | $196 | $400-51.0% | $13,984-98.6% | $513-61.8% |