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 27-0293282 12276 SAN JOSE BLVD, STE 301 · JACKSONVILLE, FL 32223 | Contract Administrator | $2,200 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,799 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1735930 | Advisory (Plan) | $0 |
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $0 |
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.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,657 | $99,957-62.3% | $149,696-74.8% | $73,488-48.8% |
| Participation rate | 34.1% | 75.7%-41.6pp | 82.5%-48.4pp | 70.7%-36.6pp |
| Annual return | 19.74% | 53.87%-34.1pp | 276.60%-256.9pp | 28.51%-8.8pp |
| Employer contribution / active EE | $506 | $3,191-84.2% | $4,644-89.1% | $2,270-77.7% |
| Participant deferral / active EE | $1,139 | $6,073-81.2% | $6,842-83.3% | $3,740-69.5% |
| Admin fee / account holder | $57 | $551-89.6% | $9,309-99.4% | $513-88.9% |