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 8-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 | $1,304 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
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 | $35,436 | $75,828-53.3% | $147,614-76.0% | $59,632-40.6% |
| Participation rate | 94.1% | 71.6%+22.6pp | 84.6%+9.5pp | 68.7%+25.4pp |
| Annual return | -0.24% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $962 | $3,485-72.4% | $5,564-82.7% | $2,203-56.3% |
| Participant deferral / active EE | $3,603 | $3,130+15.1% | $4,895-26.4% | $3,192+12.9% |
| Admin fee / account holder | $34 | $5,985-99.4% | $11,611-99.7% | $4,297-99.2% |