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 | $75,774 |
COORDINATED CAPITAL SECURITIES INC1+ years Filed as: COORDINATED CAPITAL SECURITIES, INC Service code 27 | Advisory (Plan) | $37,414 |
BENEFIT ADMINISTRATION, INC.1+ years Service code 13 | Contract Administrator | $20,876 |
BENEFIT ADMINISTRATION, INC.1+ years Filed as: BENEFIT ADMINISTRATION, INC Service code 13 · EIN 39-1884254 400 AHNAIP STREET STE 200 · MENASHA, WI 54952 | Contract Administrator | $0 |
COORDINATED CAPITAL SECURITIES INC1+ years Service code 27 · EIN 39-1468428 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,782 | $88,324-73.1% | $115,037-79.3% | $55,191-56.9% |
| Participation rate | 42.3% | 72.5%-30.2pp | 81.4%-39.1pp | 69.2%-26.9pp |
| Annual return | 6.18% | 6.30%-0.1pp | 26.14%-20.0pp | 10.78%-4.6pp |
| Employer contribution / active EE | $445 | $2,805-84.1% | $4,608-90.3% | $1,899-76.5% |
| Participant deferral / active EE | $2,109 | $5,042-58.2% | $6,026-65.0% | $3,046-30.8% |
| Admin fee / account holder | $244 | $105+132.0% | $8,175-97.0% | $91+169.3% |