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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,250 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $900 |
XCEL WEALTH MANAGEMENT1 year Service code 49 · EIN 45-3081901 | Other Services | $429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,214 | $66,601-56.1% | $92,893-68.6% | $67,579-56.8% |
| Participation rate | 46.2% | 72.5%-26.3pp | 76.0%-29.8pp | 71.3%-25.1pp |
| Annual return | 16.48% | 92.58%-76.1pp | 109.41%-92.9pp | 378.56%-362.1pp |
| Employer contribution / active EE | $922 | $2,775-66.8% | $3,653-74.7% | $2,148-57.1% |
| Participant deferral / active EE | $1,524 | $3,157-51.7% | $4,236-64.0% | $3,539-56.9% |
| Admin fee / account holder | $16 | $199-91.9% | $5,794-99.7% | $142-88.6% |