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, LLC6+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $15,538 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,014 |
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 | $54,805 | $52,293+4.8% | $178,490-69.3% | $73,409-25.3% |
| Participation rate | 86.1% | 65.3%+20.8pp | 81.9%+4.2pp | 72.2%+14.0pp |
| Annual return | 15.81% | 34.75%-18.9pp | 151.07%-135.3pp | 59.29%-43.5pp |
| Employer contribution / active EE | $1,810 | $1,735+4.3% | $5,011-63.9% | $2,234-19.0% |
| Participant deferral / active EE | $3,069 | $2,332+31.6% | $5,202-41.0% | $3,805-19.3% |
| Admin fee / account holder | $18 | $127-85.8% | $13,984-99.9% | $158-88.6% |