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: MASSACHUETTS MUTUAL LIFE INS. COMP Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $40,212 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,820 |
SOUTHERN PENSION SERVICES5 years Service code 13 · EIN 59-3461974 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,960 | $100,801-29.6% | $149,696-52.6% | $73,409-3.3% |
| Participation rate | 54.7% | 77.7%-23.0pp | 82.5%-27.8pp | 72.2%-17.5pp |
| Annual return | 26.95% | 265.34%-238.4pp | 276.60%-249.6pp | 59.29%-32.3pp |
| Employer contribution / active EE | $616 | $3,312-81.4% | $4,644-86.7% | $2,234-72.4% |
| Participant deferral / active EE | $3,843 | $6,404-40.0% | $6,842-43.8% | $3,805+1.0% |
| Admin fee / account holder | $226 | $181+25.1% | $9,309-97.6% | $158+43.2% |