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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,800 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $93 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $43,333 | $71,192-39.1% | $117,854-63.2% | $62,292-30.4% |
| Participation rate | 28.4% | 74.2%-45.8pp | 79.7%-51.2pp | 69.5%-41.1pp |
| Annual return | 15.26% | 18.66%-3.4pp | 335.08%-319.8pp | 28.90%-13.6pp |
| Employer contribution / active EE | $533 | $1,934-72.4% | $3,786-85.9% | $2,042-73.9% |
| Participant deferral / active EE | $1,576 | $3,189-50.6% | $4,482-64.8% | $3,169-50.3% |
| Admin fee / account holder | $23 | $587-96.1% | $8,020-99.7% | $479-95.2% |