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: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $9,774 |
PLANNING CORP OF AMERICA2 years Service code 23 · EIN 59-1199408 30 ISABELLA ST · PITTSBURGH, PA 15212 | Insurance services | $2,094 |
METRO BENEFITS, INC.2 years Service code 52 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Indirect Investment Fees | $1,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,479 | $72,554-52.5% | $138,135-75.0% | $73,488-53.1% |
| Participation rate | 50.0% | 74.8%-24.8pp | 78.7%-28.7pp | 70.7%-20.7pp |
| Annual return | 9.29% | 17.50%-8.2pp | 20.51%-11.2pp | 28.51%-19.2pp |
| Employer contribution / active EE | $0 | $3,511-100.0% | $5,587-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $724 | $4,908-85.2% | $6,431-88.7% | $3,740-80.6% |
| Admin fee / account holder | $258 | $464-44.4% | $11,856-97.8% | $513-49.7% |