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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,160 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
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 | $54,956 | $63,299-13.2% | $91,001-39.6% | $62,292-11.8% |
| Participation rate | 89.8% | 73.3%+16.5pp | 75.6%+14.2pp | 69.5%+20.3pp |
| Annual return | 16.74% | 20.99%-4.3pp | 4.60%+12.1pp | 28.90%-12.2pp |
| Employer contribution / active EE | $957 | $1,807-47.0% | $2,456-61.0% | $2,042-53.1% |
| Participant deferral / active EE | $2,865 | $2,943-2.6% | $3,547-19.2% | $3,169-9.6% |
| Admin fee / account holder | $84 | $468-82.0% | $5,417-98.4% | $479-82.4% |