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 | $703 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Filed as: EVEESTNET RETIREMENT SOLUTIONS, LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: EVESTNET RETIREMENT SOLUTIONS LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $36,437 | $74,089-50.8% | $133,980-72.8% | $55,167-34.0% |
| Participation rate | 92.8% | 84.3%+8.5pp | 87.1%+5.7pp | 69.0%+23.8pp |
| Annual return | 9.54% | 12.11%-2.6pp | 29.30%-19.8pp | 169.23%-159.7pp |
| Employer contribution / active EE | $678 | $3,064-77.9% | $5,211-87.0% | $1,963-65.5% |
| Participant deferral / active EE | $2,859 | $4,678-38.9% | $6,282-54.5% | $3,054-6.4% |
| Admin fee / account holder | $5 | $458-99.0% | $9,324-100.0% | $504-99.1% |