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 | $775 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,445 | $47,977-1.1% | $154,107-69.2% | $56,287-15.7% |
| Participation rate | 45.5% | 66.2%-20.6pp | 83.0%-37.5pp | 69.9%-24.3pp |
| Annual return | -3.28% | 3.54%-6.8pp | 735.12%-738.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,061 | $2,169-51.1% | $5,298-80.0% | $2,111-49.8% |
| Participant deferral / active EE | $1,474 | $2,392-38.4% | $5,081-71.0% | $3,350-56.0% |
| Admin fee / account holder | $10 | $438-97.6% | $13,411-99.9% | $521-98.0% |