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 |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Service code 55 · EIN 13-2638166 | Other Commissions | $22,973 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 25-1589907 | Recordkeeping | $8,927 |
Service code 50 · EIN 95-4830456 | Direct Payment | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,636 | $40,174-16.3% | $84,015-60.0% | $67,579-50.2% |
| Participation rate | 53.8% | 62.7%-8.9pp | 69.0%-15.2pp | 71.3%-17.5pp |
| Annual return | 19.71% | 25.82%-6.1pp | 71.31%-51.6pp | 378.56%-358.8pp |
| Employer contribution / active EE | $681 | $808-15.7% | $1,983-65.7% | $2,148-68.3% |
| Participant deferral / active EE | $1,723 | $2,301-25.1% | $3,239-46.8% | $3,539-51.3% |
| Admin fee / account holder | $129 | $128+0.7% | $6,101-97.9% | $142-9.2% |