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 7-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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $268 |
WOODBURY FINANCIAL SERVICES6+ years Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 52 · EIN 41-0944586 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,378 | $81,474-48.0% | $133,956-68.4% | $73,488-42.3% |
| Participation rate | 14.7% | 76.4%-61.7pp | 79.8%-65.2pp | 70.7%-56.0pp |
| Annual return | 18.93% | 19.40%-0.5pp | 45.09%-26.2pp | 28.51%-9.6pp |
| Employer contribution / active EE | $694 | $2,209-68.6% | $3,919-82.3% | $2,270-69.5% |
| Participant deferral / active EE | $735 | $3,786-80.6% | $5,048-85.4% | $3,740-80.4% |
| Admin fee / account holder | $33 | $713-95.4% | $8,927-99.6% | $513-93.7% |