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 | $4,147 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST COMPANY. Service code 25 | Directed Trustee | $325 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY4+ years Service code 25 · EIN 58-1426834 | Directed Trustee | $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 | $87,860 | $58,083+51.3% | $80,019+9.8% | $56,287+56.1% |
| Participation rate | 81.3% | 73.6%+7.7pp | 75.8%+5.5pp | 69.9%+11.5pp |
| Annual return | -3.47% | 34.61%-38.1pp | 11.22%-14.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $3,596 | $1,932+86.1% | $2,468+45.7% | $2,111+70.3% |
| Participant deferral / active EE | $4,345 | $3,135+38.6% | $3,686+17.9% | $3,350+29.7% |
| Admin fee / account holder | $21 | $623-96.6% | $6,521-99.7% | $521-95.9% |