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 | $1,192 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 15 · EIN 31-1582098 | Recordkeeping | $875 |
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 | $94,806 | $54,590+73.7% | $81,930+15.7% | $73,488+29.0% |
| Participation rate | 60.6% | 68.3%-7.7pp | 72.0%-11.4pp | 70.7%-10.1pp |
| Annual return | 12.00% | 17.74%-5.7pp | 29.49%-17.5pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,503 | $1,636-8.1% | $4,310-65.1% | $2,270-33.8% |
| Participant deferral / active EE | $2,390 | $2,759-13.4% | $7,107-66.4% | $3,740-36.1% |
| Admin fee / account holder | $20 | $592-96.7% | $5,158-99.6% | $513-96.1% |