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: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $10,174 |
FARMER & BETTS4+ years Service code 15 · EIN 94-3322438 6050 20TH STREET E · TACOMA, WA 98424 | Recordkeeping | $8,172 |
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 | $28,799 | $55,449-48.1% | $83,848-65.7% | $56,287-48.8% |
| Participation rate | 41.2% | 68.0%-26.8pp | 76.1%-35.0pp | 69.9%-28.7pp |
| Annual return | -3.39% | -1.38%-2.0pp | 850.88%-854.3pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,685 | $2,430-30.7% | $3,631-53.6% | $2,111-20.2% |
| Participant deferral / active EE | $720 | $2,935-75.5% | $4,082-82.4% | $3,350-78.5% |
| Admin fee / account holder | $77 | $656-88.3% | $5,478-98.6% | $521-85.3% |