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, LLC7+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $21,903 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,796 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,433 | $56,485+14.1% | $185,823-65.3% | $86,799-25.8% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 14.00% | 118.04%-104.0pp | 122.05%-108.1pp | 97.91%-83.9pp |
| Employer contribution / active EE | $2,443 | $1,843+32.6% | $5,167-52.7% | $2,405+1.6% |
| Participant deferral / active EE | $4,246 | $2,553+66.3% | $5,568-23.7% | $4,131+2.8% |
| Admin fee / account holder | $21 | $150-86.2% | $16,237-99.9% | $170-87.8% |