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 INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $3,006 |
BRINDELL INVESTMEENTS, LLC1 year Filed as: BRINDELL INVESTMENTS, LLC Service code 22 · EIN 46-4980233 | Insurance Broker | $830 |
THE HASLAUER GROUP, INC.1 year Filed as: THE HASLAUER GROUP INC Service code 15 · EIN 72-1487108 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,179 | $43,133-83.4% | $89,391-92.0% | $73,488-90.2% |
| Participation rate | 24.0% | 55.0%-31.0pp | 68.0%-44.0pp | 70.7%-46.7pp |
| Annual return | 13.96% | 135.66%-121.7pp | 245.62%-231.7pp | 28.51%-14.6pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $781 | $2,445-68.0% | $3,890-79.9% | $3,740-79.1% |
| Admin fee / account holder | $75 | $444-83.2% | $4,881-98.5% | $513-85.5% |