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, LLC1+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $13,987 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,235 |
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 | $34,800 | $37,117-6.2% | $147,614-76.4% | $55,191-36.9% |
| Participation rate | 76.1% | 63.6%+12.5pp | 84.6%-8.5pp | 69.2%+7.0pp |
| Annual return | 2.49% | 3.44%-1.0pp | 61.98%-59.5pp | 10.78%-8.3pp |
| Employer contribution / active EE | $1,573 | $1,620-2.9% | $5,564-71.7% | $1,899-17.1% |
| Participant deferral / active EE | $2,640 | $1,985+33.0% | $4,895-46.1% | $3,046-13.3% |
| Admin fee / account holder | $32 | $86-62.5% | $11,611-99.7% | $91-64.6% |