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: MASS MUTUAL LIFE INSURANCE CO Service code 49 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Services | $18,505 |
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $10,689 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $7,550 |
Service code 13 | Contract Administrator | $4,241 |
Filed as: ROBIN S. WEINGAST Service code 13 · EIN 11-2859146 100 QUENTIN ROOSEVELT BLVD STE #507 · GARDEN CITY, NY 11530 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $47,799 | $25,302+88.9% | $74,701-36.0% | $67,579-29.3% |
| Participation rate | 31.6% | 37.8%-6.3pp | 54.5%-22.9pp | 71.3%-39.7pp |
| Annual return | 18.81% | 10291.17%-10272.4pp | 752.92%-734.1pp | 378.56%-359.7pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,565 | $954+64.1% | $1,964-20.3% | $3,539-55.8% |
| Admin fee / account holder | $240 | $108+123.1% | $3,333-92.8% | $142+68.8% |