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 | $1,060 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,233 | $31,388-26.0% | $73,545-68.4% | $62,292-62.7% |
| Participation rate | 34.1% | 39.9%-5.7pp | 54.9%-20.8pp | 69.5%-35.4pp |
| Annual return | 14.17% | 25.34%-11.2pp | -15.16%+29.3pp | 28.90%-14.7pp |
| Employer contribution / active EE | $363 | $498-27.0% | $1,219-70.2% | $2,042-82.2% |
| Participant deferral / active EE | $857 | $1,028-16.7% | $1,806-52.6% | $3,169-73.0% |
| Admin fee / account holder | $76 | $299-74.6% | $2,320-96.7% | $479-84.1% |