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 | $41,933 |
RELIANCE TRUST COMPANY6+ years Service code 25 · EIN 58-1426834 | Directed Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,885 | $70,908+53.6% | $98,907+10.1% | $73,488+48.2% |
| Participation rate | 93.1% | 73.8%+19.3pp | 76.0%+17.0pp | 70.7%+22.4pp |
| Annual return | 12.42% | 34.17%-21.7pp | 196.43%-184.0pp | 28.51%-16.1pp |
| Employer contribution / active EE | $5,464 | $2,036+168.3% | $2,689+103.2% | $2,270+140.7% |
| Participant deferral / active EE | $5,986 | $3,500+71.0% | $4,244+41.0% | $3,740+60.1% |
| Admin fee / account holder | $440 | $535-17.7% | $6,642-93.4% | $513-14.2% |