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 | $1,830 |
RELIANCE TRUST COMPANY3+ years Service code 15 · EIN 58-1428634 | Recordkeeping | $132 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
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 | $19,867 | $55,453-64.2% | $170,442-88.3% | $62,292-68.1% |
| Participation rate | 66.3% | 66.4%-0.1pp | 83.6%-17.3pp | 69.5%-3.3pp |
| Annual return | 10.53% | 21.38%-10.8pp | 205.93%-195.4pp | 28.90%-18.4pp |
| Employer contribution / active EE | $1,202 | $2,164-44.4% | $5,433-77.9% | $2,042-41.1% |
| Participant deferral / active EE | $2,176 | $2,303-5.5% | $4,939-56.0% | $3,169-31.3% |
| Admin fee / account holder | $10 | $455-97.8% | $13,880-99.9% | $479-97.9% |