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 49 · EIN 04-1590850 | Other Services | $51,532 |
PENSION SERVICES, INC.1 year Service code 13 · EIN 65-0158316 | Contract Administrator | $0 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,745 | $73,102-34.7% | $123,544-61.4% | $56,287-15.2% |
| Participation rate | 42.0% | 74.3%-32.3pp | 82.3%-40.3pp | 69.9%-27.9pp |
| Annual return | -3.31% | 3.01%-6.3pp | 119.20%-122.5pp | -9.96%+6.7pp |
| Employer contribution / active EE | $90 | $2,977-97.0% | $4,628-98.0% | $2,111-95.7% |
| Participant deferral / active EE | $1,921 | $5,423-64.6% | $6,426-70.1% | $3,350-42.6% |
| Admin fee / account holder | $425 | $554-23.3% | $9,284-95.4% | $521-18.4% |