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 9-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 |
|---|---|---|
DCS RETIREMENT GROUP, INC.1+ years Filed as: DCS RETIREMENT GROUP Service code 11 · EIN 26-4614358 3525 PIEDMONT DR, BLDG 6, STE 315 · ATLANTA, GA 30305 | Actuarial | $13,113 |
Filed as: MASSMUTUAL Service code 11 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Actuarial | $10,771 |
KIRBY & ASSOCIATES1+ years Service code 12 · EIN 23-4568846 | Claims processing | $7,510 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 2.14% | 4.69%-2.5pp | 5.44%-3.3pp | 4.56%-2.4pp |
| Employer contribution / active EE | $3,396 | $15,631-78.3% | $25,481-86.7% | $15,526-78.1% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |