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 | $390 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 | Recordkeeping | $0 |
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.
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 | $61,648 | $58,879+4.7% | $178,490-65.5% | $73,488-16.1% |
| Participation rate | 46.3% | 66.2%-19.9pp | 81.9%-35.6pp | 70.7%-24.4pp |
| Annual return | 2.54% | 24.86%-22.3pp | 151.07%-148.5pp | 28.51%-26.0pp |
| Employer contribution / active EE | $562 | $2,236-74.9% | $5,011-88.8% | $2,270-75.2% |
| Participant deferral / active EE | $858 | $2,567-66.6% | $5,202-83.5% | $3,740-77.1% |
| Admin fee / account holder | $54 | $400-86.5% | $13,984-99.6% | $513-89.5% |