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 | $1,651 |
Service code 49 · EIN 36-3429599 | Other Services | $22 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $27,738 | $62,928-55.9% | $172,739-83.9% | $67,579-59.0% |
| Participation rate | 0.0% | 64.5%-64.5pp | 82.6%-82.6pp | 71.3%-71.3pp |
| Annual return | 9.62% | 30.36%-20.7pp | 802.84%-793.2pp | 378.56%-368.9pp |
| Employer contribution / active EE | $360 | $1,636-78.0% | $5,143-93.0% | $2,148-83.2% |
| Participant deferral / active EE | $2,115 | $2,145-1.4% | $5,198-59.3% | $3,539-40.2% |
| Admin fee / account holder | $8 | $167-95.3% | $13,954-99.9% | $142-94.5% |