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 INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $30,623 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $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 | $0 | $65,435-100.0% | $86,677-100.0% | $66,914-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 76.6%-76.6pp | 69.8%-69.8pp |
| Annual return | 7.49% | -10.89%+18.4pp | 35.91%-28.4pp | 1.58%+5.9pp |
| Employer contribution / active EE | $1,678 | $2,153-22.1% | $2,836-40.8% | $2,544-34.0% |
| Participant deferral / active EE | $4,125 | $4,100+0.6% | $4,656-11.4% | $4,237-2.7% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |