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 | Recordkeeping fees; Float revenue | $128,495 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT COMPANY LLC Service code 53 | Insurance Commissions | $71,511 |
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS INVESTMENT CORP Service code 53 · EIN 47-0663374 | Insurance Commissions | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $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.)
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 | $36,289 | $46,292-21.6% | $143,757-74.8% | $64,808-44.0% |
| Participation rate | 48.8% | 64.2%-15.4pp | 80.3%-31.5pp | 71.5%-22.7pp |
| Annual return | 4.57% | -10.05%+14.6pp | -0.04%+4.6pp | 32.82%-28.2pp |
| Employer contribution / active EE | $1,336 | $1,910-30.0% | $4,951-73.0% | $2,506-46.7% |
| Participant deferral / active EE | $2,194 | $2,646-17.1% | $5,637-61.1% | $4,310-49.1% |
| Admin fee / account holder | $476 | $154+209.5% | $14,673-96.8% | $188+153.4% |