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 7-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 49 · EIN 04-1590850 | Other Services | $9,288 |
ERISA SERVICES, INC.1+ years Service code 13 · EIN 62-1200951 | Contract Administrator | $949 |
AMERICAN CENTURY1+ years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1+ years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
CLIENT ONE SECURITIES LLC1+ years Service code 53 · EIN 27-1408998 | Insurance Commissions | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
INVESCO1+ years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT1+ years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
Filed as: MSF INVESTMENT MANAGEMENT Service code 52 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1+ years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,410 | $59,186-63.8% | $76,768-72.1% | $56,287-62.0% |
| Participation rate | 22.4% | 75.2%-52.9pp | 77.0%-54.6pp | 69.9%-47.5pp |
| Annual return | -9.29% | 6.62%-15.9pp | 2.43%-11.7pp | -9.96%+0.7pp |
| Employer contribution / active EE | $469 | $1,759-73.3% | $2,485-81.1% | $2,111-77.8% |
| Participant deferral / active EE | $716 | $3,255-78.0% | $3,852-81.4% | $3,350-78.6% |
| Admin fee / account holder | $176 | $489-64.1% | $6,675-97.4% | $521-66.3% |