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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,464 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $5,114 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO Service code 15 · EIN 04-1590850 | Recordkeeping | $140 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 27 · EIN 13-2808480 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,886 | $54,573-52.6% | $90,951-71.5% | $73,488-64.8% |
| Participation rate | 44.0% | 61.2%-17.1pp | 69.0%-25.0pp | 70.7%-26.6pp |
| Annual return | 13.03% | 16.69%-3.7pp | 134.60%-121.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $233 | $991-76.5% | $2,122-89.0% | $2,270-89.7% |
| Participant deferral / active EE | $1,234 | $2,517-51.0% | $3,373-63.4% | $3,740-67.0% |
| Admin fee / account holder | $183 | $521-64.9% | $5,959-96.9% | $513-64.3% |