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 | $15,100 |
ASCENSUS LLC1 year Service code 13 · EIN 82-3719843 | Contract Administrator | $9,300 |
Filed as: MORGAN STANLEY INS SVSCS INC Service code 27 · EIN 51-0116113 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY1 year Service code 21 · EIN 58-1428634 | Bank Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,267 | $79,519-77.0% | $95,952-81.0% | $73,409-75.1% |
| Participation rate | 73.4% | 81.2%-7.8pp | 77.1%-3.7pp | 72.2%+1.2pp |
| Annual return | 12.19% | 19.20%-7.0pp | 91.61%-79.4pp | 59.29%-47.1pp |
| Employer contribution / active EE | $1,120 | $2,048-45.3% | $2,541-55.9% | $2,234-49.9% |
| Participant deferral / active EE | $2,493 | $4,138-39.7% | $4,167-40.2% | $3,805-34.5% |
| Admin fee / account holder | $50 | $184-73.1% | $6,795-99.3% | $158-68.6% |