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 INS CO Service code 49 · EIN 04-1590850 | Other Services | $38,876 |
BDO USA, LLP3 years Service code 50 · EIN 13-5381590 | Direct Payment | $33,901 |
Filed as: AMERITAS INVESTMENT CORP Service code 53 · EIN 47-0663374 | Insurance Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,382 | $25,302-74.8% | $74,701-91.5% | $67,579-90.6% |
| Participation rate | 82.4% | 37.8%+44.6pp | 54.5%+27.9pp | 71.3%+11.1pp |
| Annual return | 21.73% | 10291.17%-10269.4pp | 752.92%-731.2pp | 378.56%-356.8pp |
| Employer contribution / active EE | $178 | $446-60.2% | $1,084-83.6% | $2,148-91.7% |
| Participant deferral / active EE | $878 | $954-8.0% | $1,964-55.3% | $3,539-75.2% |
| Admin fee / account holder | $124 | $108+15.4% | $3,333-96.3% | $142-12.7% |