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 | $12,994 |
BB&T1 year Service code 15 · EIN 56-1368984 | Recordkeeping | $12,107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,791 | $73,404-64.9% | $87,100-70.4% | $67,579-61.8% |
| Participation rate | 41.8% | 80.9%-39.1pp | 76.9%-35.1pp | 71.3%-29.5pp |
| Annual return | 21.67% | 48.29%-26.6pp | 28.19%-6.5pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,173 | $2,014-41.8% | $2,521-53.5% | $2,148-45.4% |
| Participant deferral / active EE | $1,869 | $3,913-52.2% | $4,049-53.8% | $3,539-47.2% |
| Admin fee / account holder | $145 | $142+2.7% | $7,497-98.1% | $142+2.2% |