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 Service code 15 · EIN 04-1590850 | Recordkeeping | $2,874 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,211 | $55,453-27.5% | $170,442-76.4% | $62,292-35.4% |
| Participation rate | 75.8% | 66.4%+9.4pp | 83.6%-7.8pp | 69.5%+6.3pp |
| Annual return | 19.98% | 21.38%-1.4pp | 205.93%-185.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $2,008 | $2,164-7.2% | $5,433-63.0% | $2,042-1.7% |
| Participant deferral / active EE | $2,463 | $2,303+7.0% | $4,939-50.1% | $3,169-22.3% |
| Admin fee / account holder | $26 | $455-94.2% | $13,880-99.8% | $479-94.5% |