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: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $28,802 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,535 |
Service code 13 · EIN 91-1072394 | Contract Administrator | $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 | $31,864 | $54,121-41.1% | $134,143-76.2% | $73,409-56.6% |
| Participation rate | 64.0% | 64.4%-0.4pp | 72.2%-8.2pp | 72.2%-8.2pp |
| Annual return | 16.54% | -312.52%+329.1pp | 36.33%-19.8pp | 59.29%-42.8pp |
| Employer contribution / active EE | $1,378 | $1,402-1.7% | $3,704-62.8% | $2,234-38.3% |
| Participant deferral / active EE | $2,509 | $2,844-11.8% | $3,499-28.3% | $3,805-34.1% |
| Admin fee / account holder | $99 | $132-25.3% | $6,684-98.5% | $158-37.4% |