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 |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $8,220 |
SUNWEST PENSIONS1 year Service code 13 · EIN 86-0922116 | Contract Administrator | $5,630 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $25 |
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 | $22,342 | $57,976-61.5% | $62,995-64.5% | $62,292-64.1% |
| Participation rate | 36.3% | 75.9%-39.6pp | 74.8%-38.5pp | 69.5%-33.2pp |
| Annual return | 14.06% | 17.54%-3.5pp | 87.57%-73.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $581 | $2,415-75.9% | $2,759-78.9% | $2,042-71.6% |
| Participant deferral / active EE | $1,445 | $2,956-51.1% | $3,329-56.6% | $3,169-54.4% |
| Admin fee / account holder | $126 | $276-54.1% | $3,600-96.5% | $479-73.6% |