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 LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,632 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST COMPLANY Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,402 | $45,438-68.3% | $80,004-82.0% | $59,632-75.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | 1.92% | 5.10%-3.2pp | 7.63%-5.7pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $1,504 | $1,236+21.7% | $2,473-39.2% | $2,203-31.7% |
| Participant deferral / active EE | $2,213 | $2,231-0.8% | $3,204-30.9% | $3,192-30.7% |
| Admin fee / account holder | $21 | $3,464-99.4% | $5,033-99.6% | $4,297-99.5% |