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 INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,737 |
PENSION ASSURANCE LLP1+ years Filed as: KB PENSION SERVICES, INC Service code 13 · EIN 65-0721164 | Contract Administrator | $0 |
Service code 53 · EIN 13-5674085 | Insurance Commissions | $0 |
Participant contribution per participant 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 | $12,694 | $41,854-69.7% | $73,843-82.8% | $52,331-75.7% |
| Participation rate | 87.4% | 66.2%+21.2pp | 73.4%+14.0pp | 68.1%+19.3pp |
| Annual return | -1.02% | 2.11%-3.1pp | 2267.84%-2268.9pp | 4.54%-5.6pp |
| Employer contribution / active EE | $2,257 | $1,920+17.5% | $2,787-19.0% | $1,882+19.9% |
| Participant deferral / active EE | $384 | $2,498-84.6% | $3,583-89.3% | $3,022-87.3% |
| Admin fee / account holder | $90 | $493-81.7% | $4,880-98.2% | $592-84.8% |