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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP6 years Filed as: AMERITAS INVESTMENT CORP Service code 53 · EIN 47-0663374 | Insurance Commissions | $87,828 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Recordkeeping fees; Float revenue | $49,209 |
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.
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 | $0 | $47,126-100.0% | $149,673-100.0% | $74,419-100.0% |
| Participation rate | 0.0% | 63.4%-63.4pp | 78.8%-78.8pp | 70.7%-70.7pp |
| Annual return | -3.15% | 22.75%-25.9pp | 134.42%-137.6pp | 34.38%-37.5pp |
| Employer contribution / active EE | $1,123 | $1,905-41.1% | $4,818-76.7% | $2,637-57.4% |
| Participant deferral / active EE | $2,166 | $2,728-20.6% | $5,680-61.9% | $4,528-52.2% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |