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: MASS MUTUAL INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $3,344 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATED, LLC Service code 49 | Other Services | $21 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 | Recordkeeping | $0 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $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 | $54,609 | $76,000-28.1% | $154,107-64.6% | $64,186-14.9% |
| Participation rate | 98.4% | 70.4%+28.0pp | 83.0%+15.4pp | 69.6%+28.9pp |
| Annual return | 5.79% | 30.32%-24.5pp | 735.12%-729.3pp | 7.63%-1.8pp |
| Employer contribution / active EE | $1,127 | $3,351-66.4% | $5,298-78.7% | $2,381-52.7% |
| Participant deferral / active EE | $1,858 | $3,175-41.5% | $5,081-63.4% | $3,470-46.5% |
| Admin fee / account holder | $58 | $5,596-99.0% | $13,411-99.6% | $4,888-98.8% |