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 | $11,607 |
AMERICAN FUNDS1 year Filed as: BAYBRIDGE CAPITAL GROUP, LLC Service code 27 · EIN 47-5067434 | Advisory (Plan) | $4,673 |
FARMER & BETTS1 year Service code 13 · EIN 94-3322438 | Contract Administrator | $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.
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 | $48,284 | $69,362-30.4% | $101,248-52.3% | $73,488-34.3% |
| Participation rate | 26.8% | 68.4%-41.6pp | 75.8%-49.0pp | 70.7%-43.9pp |
| Annual return | 13.45% | 18.46%-5.0pp | 46.47%-33.0pp | 28.51%-15.1pp |
| Employer contribution / active EE | $793 | $2,628-69.8% | $3,660-78.3% | $2,270-65.1% |
| Participant deferral / active EE | $1,267 | $3,300-61.6% | $4,370-71.0% | $3,740-66.1% |
| Admin fee / account holder | $228 | $704-67.7% | $5,945-96.2% | $513-55.6% |