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 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $18,019 |
Filed as: EMPOWER ANNUITY INS COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $6,828 |
SUNWEST PENSIONS5 years Service code 13 · EIN 86-0922116 | Contract Administrator | $6,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $36,277 | $84,487-57.1% | $125,339-71.1% | $66,914-45.8% |
| Participation rate | 49.1% | 76.4%-27.3pp | 82.4%-33.3pp | 69.8%-20.7pp |
| Annual return | -17.04% | -8.39%-8.6pp | 572.05%-589.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $753 | $3,553-78.8% | $4,814-84.4% | $2,544-70.4% |
| Participant deferral / active EE | $6,099 | $6,781-10.1% | $7,446-18.1% | $4,237+44.0% |
| Admin fee / account holder | $26 | $685-96.2% | $10,010-99.7% | $593-95.6% |