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 15 · EIN 04-1590850 | Recordkeeping | $5,950 |
CROSSPLANS1 year Service code 15 · EIN 20-4536537 | Recordkeeping | $4,260 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,392 |
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.
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 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 | $33,169 | $54,590-39.2% | $81,930-59.5% | $73,488-54.9% |
| Participation rate | 27.7% | 68.3%-40.6pp | 72.0%-44.3pp | 70.7%-43.0pp |
| Annual return | 9.91% | 17.74%-7.8pp | 29.49%-19.6pp | 28.51%-18.6pp |
| Employer contribution / active EE | $306 | $1,636-81.3% | $4,310-92.9% | $2,270-86.5% |
| Participant deferral / active EE | $1,255 | $2,759-54.5% | $7,107-82.3% | $3,740-66.4% |
| Admin fee / account holder | $238 | $592-59.8% | $5,158-95.4% | $513-53.6% |