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 | $72,783 |
AMERITAS LIFE INSURANCE CORP2 years 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,649 | $62,928-60.8% | $172,739-85.7% | $67,579-63.5% |
| Participation rate | 52.7% | 64.5%-11.8pp | 82.6%-30.0pp | 71.3%-18.6pp |
| Annual return | 2.69% | 30.36%-27.7pp | 802.84%-800.2pp | 378.56%-375.9pp |
| Employer contribution / active EE | $1,097 | $1,636-33.0% | $5,143-78.7% | $2,148-48.9% |
| Participant deferral / active EE | $1,701 | $2,145-20.7% | $5,198-67.3% | $3,539-51.9% |
| Admin fee / account holder | $329 | $167+97.6% | $13,954-97.6% | $142+131.5% |