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 62 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Recordkeeping fees; Float revenue | $82,403 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS INVESTMENT CORP Service code 53 · EIN 47-0663374 | Insurance Commissions | $43,771 |
Service code 28 · EIN 61-1732930 | Investment Management | $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 | $26,233 | $52,293-49.8% | $178,490-85.3% | $73,409-64.3% |
| Participation rate | 48.1% | 65.3%-17.2pp | 81.9%-33.8pp | 72.2%-24.0pp |
| Annual return | 3.43% | 34.75%-31.3pp | 151.07%-147.6pp | 59.29%-55.9pp |
| Employer contribution / active EE | $1,134 | $1,735-34.6% | $5,011-77.4% | $2,234-49.2% |
| Participant deferral / active EE | $1,854 | $2,332-20.5% | $5,202-64.4% | $3,805-51.3% |
| Admin fee / account holder | $341 | $127+167.4% | $13,984-97.6% | $158+115.7% |