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 13 · EIN 04-1590850 1295 BSTATE ST · SPRINGFIELD, MA 01111 | Contract Administrator | $70,739 |
Filed as: ROBEIN URANN SPENCER PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE ST 400 · METAIRIE, LA 70002 | Legal | $16,681 |
DENNIS G. JENKINS, CPA,LLC4+ years Filed as: DENNIS G. JENKINS,CPALLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LANE, STE 501 · KENNESAW, GA 30152 | Accounting | $12,175 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,893 | $56,443-84.2% | $83,848-89.4% | $55,725-84.0% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -8.37% | 393.67%-402.0pp | 850.88%-859.2pp | 244.93%-253.3pp |
| Employer contribution / active EE | $1,567 | $2,682-41.6% | $3,631-56.8% | $2,078-24.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $191 | $156+22.5% | $5,478-96.5% | $115+66.1% |