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: MASS MUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $64,888 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $37,247 |
EMPLOYEE BENEFITS GROUP, LLC2+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $7,152 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,012 | $55,453-22.4% | $170,442-74.8% | $62,292-31.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 6.23% | 21.38%-15.1pp | 205.93%-199.7pp | 28.90%-22.7pp |
| Employer contribution / active EE | $2,249 | $2,164+4.0% | $5,433-58.6% | $2,042+10.1% |
| Participant deferral / active EE | $1,627 | $2,303-29.3% | $4,939-67.1% | $3,169-48.7% |
| Admin fee / account holder | $269 | $455-40.8% | $13,880-98.1% | $479-43.8% |