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 | $718 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $52,953-100.0% | $172,739-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 82.6%-82.6pp | 70.2%-70.2pp |
| Annual return | 11.84% | 30.12%-18.3pp | 802.84%-791.0pp | 29.38%-17.5pp |
| Employer contribution / active EE | $1,111 | $2,190-49.3% | $5,143-78.4% | $2,177-49.0% |
| Participant deferral / active EE | $2,358 | $2,471-4.6% | $5,198-54.6% | $3,514-32.9% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |