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 | $12,345 |
SAGEPOINT FINANCIAL INC1+ years Service code 53 · EIN 20-1741754 | Insurance Commissions | $5,606 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET · OMAHA, NE 68130 | Contract Administrator | $1,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,856 | $45,283-67.2% | $155,790-90.5% | $52,331-71.6% |
| Participation rate | 56.1% | 62.2%-6.1pp | 76.1%-20.0pp | 68.1%-12.0pp |
| Annual return | -4.22% | 1.80%-6.0pp | 71.54%-75.8pp | 4.54%-8.8pp |
| Employer contribution / active EE | $824 | $1,329-38.0% | $3,836-78.5% | $1,882-56.2% |
| Participant deferral / active EE | $1,293 | $2,854-54.7% | $4,797-73.0% | $3,022-57.2% |
| Admin fee / account holder | $152 | $981-84.5% | $7,478-98.0% | $592-74.2% |