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 INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $40,751 |
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $13,580 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 | Contract Administrator | $11,101 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC Service code 13 · EIN 56-1762637 PO BOX 1658 · CARY, NC 27512 | Contract Administrator | $4,478 |
Filed as: MML INVESTORS SERVICES, INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,523 | $46,292-23.3% | $143,757-75.3% | $64,808-45.2% |
| Participation rate | 44.7% | 64.2%-19.5pp | 80.3%-35.6pp | 71.5%-26.8pp |
| Annual return | -16.96% | -10.05%-6.9pp | -0.04%-16.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $667 | $1,910-65.1% | $4,951-86.5% | $2,506-73.4% |
| Participant deferral / active EE | $1,766 | $2,646-33.2% | $5,637-68.7% | $4,310-59.0% |
| Admin fee / account holder | $284 | $154+85.0% | $14,673-98.1% | $188+51.5% |