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 |
|---|---|---|
RELIANCE TRUST COMPANY2+ years Service code 25 | Directed Trustee | $400 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $359 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $63,721 | $56,897+12.0% | $84,750-24.8% | $62,891+1.3% |
| Participation rate | 64.5% | 68.5%-4.1pp | 76.6%-12.1pp | 69.3%-4.8pp |
| Annual return | 16.10% | 6.30%+9.8pp | 22.78%-6.7pp | 20.14%-4.0pp |
| Employer contribution / active EE | $654 | $2,400-72.8% | $3,574-81.7% | $2,281-71.3% |
| Participant deferral / active EE | $3,072 | $2,709+13.4% | $3,712-17.2% | $3,203-4.1% |
| Admin fee / account holder | $4 | $3,581-99.9% | $5,332-99.9% | $4,296-99.9% |