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 |
|---|---|---|
EMPLOYEE BENEFITS GROUP, LLC2 years Service code 13 · EIN 73-1554797 | Contract Administrator | $4,711 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $607 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,332 | $109,359+142.6% | $162,163+63.6% | $72,985+263.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 13.27% | 25.46%-12.2pp | 115.59%-102.3pp | 81.00%-67.7pp |
| Employer contribution / active EE | $5,946 | $3,907+52.2% | $5,614+5.9% | $2,440+143.7% |
| Participant deferral / active EE | $2,769 | $5,481-49.5% | $7,298-62.1% | $3,607-23.2% |
| Admin fee / account holder | $8 | $7,972-99.9% | $10,843-99.9% | $5,124-99.9% |