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 | $1,365 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $220 |
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 | $44,659 | $37,196+20.1% | $154,107-71.0% | $55,725-19.9% |
| Participation rate | 38.6% | 64.1%-25.5pp | 83.0%-44.5pp | 70.9%-32.3pp |
| Annual return | -1.44% | 1319.68%-1321.1pp | 735.12%-736.6pp | 244.93%-246.4pp |
| Employer contribution / active EE | $487 | $1,614-69.8% | $5,298-90.8% | $2,078-76.5% |
| Participant deferral / active EE | $939 | $2,068-54.6% | $5,081-81.5% | $3,356-72.0% |
| Admin fee / account holder | $7 | $102-93.5% | $13,411-100.0% | $115-94.3% |