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, LLC5+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $17,392 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 49 · EIN 04-1590850 | Other Services | $8,532 |
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 | $48,497 | $62,928-22.9% | $172,739-71.9% | $67,579-28.2% |
| Participation rate | 85.7% | 64.5%+21.3pp | 82.6%+3.1pp | 71.3%+14.5pp |
| Annual return | 21.64% | 30.36%-8.7pp | 802.84%-781.2pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,974 | $1,636+20.7% | $5,143-61.6% | $2,148-8.1% |
| Participant deferral / active EE | $3,394 | $2,145+58.2% | $5,198-34.7% | $3,539-4.1% |
| Admin fee / account holder | $32 | $167-81.0% | $13,954-99.8% | $142-77.7% |