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 |
|---|---|---|
BENEFIT PLANS SERVICES, INC.6+ years Filed as: BENEFIT PLANS SERVICES INC Service code 70 · EIN 55-0578023 | Consulting Fees | $6,808 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $6,349 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,896 | $100,801-45.5% | $149,696-63.3% | $73,409-25.2% |
| Participation rate | 73.2% | 77.7%-4.5pp | 82.5%-9.3pp | 72.2%+1.0pp |
| Annual return | 13.17% | 265.34%-252.2pp | 276.60%-263.4pp | 59.29%-46.1pp |
| Employer contribution / active EE | $2,510 | $3,312-24.2% | $4,644-45.9% | $2,234+12.4% |
| Participant deferral / active EE | $4,445 | $6,404-30.6% | $6,842-35.0% | $3,805+16.8% |
| Admin fee / account holder | $143 | $181-20.8% | $9,309-98.5% | $158-9.4% |