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 64 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Recordkeeping Fees | $60,743 |
Filed as: AMERITAS INVESTMENT CORP Service code 53 · EIN 47-0663374 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,094 | $47,977-51.9% | $154,107-85.0% | $56,287-59.0% |
| Participation rate | 56.7% | 66.2%-9.5pp | 83.0%-26.4pp | 69.9%-13.2pp |
| Annual return | 11.13% | 3.54%+7.6pp | 735.12%-724.0pp | -9.96%+21.1pp |
| Employer contribution / active EE | $1,187 | $2,169-45.3% | $5,298-77.6% | $2,111-43.8% |
| Participant deferral / active EE | $1,850 | $2,392-22.6% | $5,081-63.6% | $3,350-44.8% |
| Admin fee / account holder | $292 | $438-33.4% | $13,411-97.8% | $521-43.9% |