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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,489 |
JULY BUSINESS SERVICES2+ years Service code 13 · EIN 74-2715820 | Contract Administrator | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY Service code 53 · EIN 51-0120742 | Insurance Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,650 | $69,305-93.3% | $82,313-94.4% | $69,631-93.3% |
| Participation rate | 89.3% | 80.3%+9.1pp | 76.9%+12.4pp | 70.7%+18.7pp |
| Annual return | 87.47% | 21.47%+66.0pp | 25.88%+61.6pp | 27571.02%-27483.6pp |
| Employer contribution / active EE | $2,110 | $1,887+11.8% | $2,428-13.1% | $2,032+3.8% |
| Participant deferral / active EE | $1,367 | $3,568-61.7% | $3,706-63.1% | $3,224-57.6% |
| Admin fee / account holder | $31 | $97-67.9% | $5,608-99.4% | $110-71.8% |