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 COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,847 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $2,003 |
Filed as: ALDRICH RETIREMENT SOLUTIONS LP Service code 13 680 HAWTHORNE AVE SE STE 140 · SALEM, OR 97301 | Contract Administrator | $450 |
Filed as: FSM BENEFITS, INC DBA BENEFITS PLUS Service code 13 · EIN 84-3881668 2365 HARRODSBURG ROAD SUITE A-220 · LEXINGTON, KY 40504 | Contract Administrator | $0 |
KEVIN J. DRISCOLL4 years Filed as: KEVIN T COLLINS Service code 53 4101 TATES CREEK CENTER DRIVE · LEXINGTON, KY 40517 | Insurance Commissions | $0 |
Filed as: MML INVESTOR SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $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.
Annual investment return 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 | $33,766 | $70,879-52.4% | $189,557-82.2% | $79,386-57.5% |
| Participation rate | 33.1% | 68.0%-34.9pp | 78.4%-45.3pp | 70.7%-37.6pp |
| Annual return | 11.98% | 20.70%-8.7pp | 64.17%-52.2pp | 116.85%-104.9pp |
| Employer contribution / active EE | $825 | $1,806-54.3% | $4,412-81.3% | $2,427-66.0% |
| Participant deferral / active EE | $1,384 | $4,081-66.1% | $6,174-77.6% | $4,046-65.8% |
| Admin fee / account holder | $173 | $647-73.2% | $9,807-98.2% | $626-72.3% |