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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,883 |
Service code 49 · EIN 38-2472555 | Other Services | $10,156 |
Service code 14 · EIN 38-3254950 | Plan Administrator | $8,620 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 13 · EIN 04-1590850 | Contract Administrator | $1,585 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,270 | $54,573-17.0% | $90,951-50.2% | $73,488-38.4% |
| Participation rate | 86.7% | 61.2%+25.5pp | 69.0%+17.7pp | 70.7%+16.0pp |
| Annual return | 17.85% | 16.69%+1.2pp | 134.60%-116.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,905 | $2,517-24.3% | $3,373-43.5% | $3,740-49.1% |
| Admin fee / account holder | $298 | $521-42.8% | $5,959-95.0% | $513-41.9% |