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 INSURANCE Service code 13 · EIN 04-1590850 1295 STATE ST · BOSTON, MA 01111 | Contract Administrator | $89,298 |
Filed as: DENNIS G JENKINS, CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $12,560 |
Filed as: ROBEIN URANN SPENCER PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE STE 400 · METAIRIE, LA 70002 | Legal | $7,718 |
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 | $12,040 | $66,601-81.9% | $92,893-87.0% | $67,579-82.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 19.21% | 92.58%-73.4pp | 109.41%-90.2pp | 378.56%-359.3pp |
| Employer contribution / active EE | $2,031 | $2,775-26.8% | $3,653-44.4% | $2,148-5.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $209 | $199+5.2% | $5,794-96.4% | $142+47.1% |