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 | $800 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
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 | $26,817 | $75,183-64.3% | $123,892-78.4% | $55,167-51.4% |
| Participation rate | 77.9% | 72.8%+5.0pp | 81.4%-3.6pp | 69.0%+8.9pp |
| Annual return | 7.03% | 19.01%-12.0pp | 47.52%-40.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,084 | $2,823-26.2% | $4,617-54.9% | $1,963+6.2% |
| Participant deferral / active EE | $4,531 | $5,084-10.9% | $5,984-24.3% | $3,054+48.4% |
| Admin fee / account holder | $4 | $663-99.5% | $8,357-100.0% | $504-99.3% |