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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $725 |
RELIANCE TRUST COMPANY3+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $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.
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 | $35,069 | $52,639-33.4% | $185,117-81.1% | $62,292-43.7% |
| Participation rate | 32.5% | 63.9%-31.4pp | 77.3%-44.8pp | 69.5%-37.0pp |
| Annual return | 11.97% | 19.57%-7.6pp | 40.50%-28.5pp | 28.90%-16.9pp |
| Employer contribution / active EE | $734 | $1,483-50.5% | $4,182-82.4% | $2,042-64.1% |
| Participant deferral / active EE | $1,389 | $3,097-55.2% | $5,045-72.5% | $3,169-56.2% |
| Admin fee / account holder | $9 | $374-97.5% | $8,159-99.9% | $479-98.0% |