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 | $3,493 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $14 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,209 | $27,330-55.3% | $67,711-82.0% | $55,191-77.9% |
| Participation rate | 7.5% | 47.5%-40.1pp | 67.5%-60.1pp | 69.2%-61.7pp |
| Annual return | -1.48% | 8.81%-10.3pp | 25.41%-26.9pp | 10.78%-12.3pp |
| Employer contribution / active EE | $102 | $855-88.1% | $2,559-96.0% | $1,899-94.6% |
| Participant deferral / active EE | $144 | $1,709-91.6% | $3,585-96.0% | $3,046-95.3% |
| Admin fee / account holder | $49 | $109-55.0% | $4,255-98.8% | $91-45.9% |