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, LLC3 years Service code 13 · EIN 73-1554797 | Contract Administrator | $5,226 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,112 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $271,194 | $123,793+119.1% | $177,821+52.5% | $79,858+239.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 9.97% | 22.82%-12.8pp | 48.32%-38.4pp | 31.71%-21.7pp |
| Employer contribution / active EE | $5,841 | $4,095+42.6% | $5,918-1.3% | $2,471+136.4% |
| Participant deferral / active EE | $2,696 | $5,956-54.7% | $7,714-65.1% | $3,740-27.9% |
| Admin fee / account holder | $14 | $7,243-99.8% | $12,427-99.9% | $5,306-99.7% |