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 14 | Plan Administrator | $0 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 22 909 LOCUST ST · DES MOINES, IA 50309 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,723 | $58,726-37.5% | $92,233-60.2% | $62,292-41.0% |
| Participation rate | 58.8% | 68.3%-9.6pp | 76.5%-17.7pp | 69.5%-10.7pp |
| Annual return | 12.87% | 43.62%-30.7pp | 176.28%-163.4pp | 28.90%-16.0pp |
| Employer contribution / active EE | $786 | $2,392-67.1% | $3,679-78.6% | $2,042-61.5% |
| Participant deferral / active EE | $1,998 | $2,766-27.7% | $3,897-48.7% | $3,169-36.9% |
| Admin fee / account holder | $18 | $556-96.8% | $5,194-99.7% | $479-96.3% |