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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20,040 |
Service code 13 · EIN 58-2380163 229 FURY'S FERRY ROAD, SUITE 131 · AUGUSTA, GA 30907 | Contract Administrator | $0 |
STRINGER RESOURCE GROUP1 year Service code 13 P.O. BOX 2078 · GREER, SC 29652 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,435 | $55,453-57.7% | $170,442-86.3% | $62,292-62.4% |
| Participation rate | 49.8% | 66.4%-16.6pp | 83.6%-33.8pp | 69.5%-19.7pp |
| Annual return | 17.40% | 21.38%-4.0pp | 205.93%-188.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,043 | $2,164-51.8% | $5,433-80.8% | $2,042-48.9% |
| Participant deferral / active EE | $2,047 | $2,303-11.1% | $4,939-58.6% | $3,169-35.4% |
| Admin fee / account holder | $94 | $455-79.4% | $13,880-99.3% | $479-80.4% |