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 52 · EIN 04-1590850 | Indirect Investment Fees | $17,744 |
Service code 27 · EIN 91-2163005 | Advisory (Plan) | $0 |
GEFFEN MESHER1 year Service code 10 · EIN 93-1042710 | Accounting | $0 |
Filed as: HUNNEX AND SHOEMAKER Service code 14 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,283 | $51,466-33.4% | $78,778-56.5% | $62,292-45.0% |
| Participation rate | 56.0% | 59.8%-3.8pp | 69.2%-13.2pp | 69.5%-13.5pp |
| Annual return | 16.16% | 19.96%-3.8pp | 35.62%-19.5pp | 28.90%-12.7pp |
| Employer contribution / active EE | $242 | $827-70.8% | $1,986-87.8% | $2,042-88.2% |
| Participant deferral / active EE | $2,899 | $2,147+35.0% | $2,958-2.0% | $3,169-8.5% |
| Admin fee / account holder | $93 | $489-80.9% | $5,134-98.2% | $479-80.5% |