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 | $278 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,536 | $52,953-2.7% | $172,739-70.2% | $65,185-20.9% |
| Participation rate | 48.5% | 66.2%-17.7pp | 82.6%-34.2pp | 70.2%-21.7pp |
| Annual return | 17.34% | 30.12%-12.8pp | 802.84%-785.5pp | 29.38%-12.0pp |
| Employer contribution / active EE | $1,046 | $2,190-52.2% | $5,143-79.7% | $2,177-51.9% |
| Participant deferral / active EE | $1,528 | $2,471-38.1% | $5,198-70.6% | $3,514-56.5% |
| Admin fee / account holder | $8 | $472-98.3% | $13,954-99.9% | $847-99.0% |