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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $35,761 |
RELIANCE TRUST COMPANY3 years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Service code 49 · EIN 36-3429599 | Other Services | $26 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,777 | $84,948-53.2% | $70,449-43.5% | $73,409-45.8% |
| Participation rate | 32.2% | 79.9%-47.7pp | 75.1%-42.9pp | 72.2%-40.0pp |
| Annual return | 15.54% | 13.39%+2.2pp | 109.03%-93.5pp | 59.29%-43.8pp |
| Employer contribution / active EE | $1,035 | $2,834-63.5% | $2,737-62.2% | $2,234-53.6% |
| Participant deferral / active EE | $1,457 | $3,387-57.0% | $3,709-60.7% | $3,805-61.7% |
| Admin fee / account holder | $250 | $98+155.2% | $3,845-93.5% | $158+58.6% |