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 INC6+ years Service code 55 · EIN 13-2638166 | Other Commissions | $24,873 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 25-1589907 | Recordkeeping | $7,983 |
RYAN GIVENS AND COMPANY, PLC2 years Service code 50 · EIN 95-4830456 | Direct Payment | $4,000 |
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 | $39,428 | $64,286-38.7% | $90,951-56.6% | $73,409-46.3% |
| Participation rate | 61.1% | 63.6%-2.5pp | 69.0%-8.0pp | 72.2%-11.1pp |
| Annual return | 14.23% | 21.45%-7.2pp | 134.60%-120.4pp | 59.29%-45.1pp |
| Employer contribution / active EE | $739 | $895-17.4% | $2,122-65.2% | $2,234-66.9% |
| Participant deferral / active EE | $1,860 | $2,453-24.2% | $3,373-44.8% | $3,805-51.1% |
| Admin fee / account holder | $124 | $287-56.9% | $5,959-97.9% | $158-21.7% |