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 | $3,761 |
RELIANCE TRUST COMPANY4+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
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 | $27,439 | $48,261-43.1% | $68,793-60.1% | $55,725-50.8% |
| Participation rate | 69.1% | 71.0%-2.0pp | 72.2%-3.1pp | 70.9%-1.8pp |
| Annual return | -4.73% | -2.61%-2.1pp | -4.63%-0.1pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,295 | $1,742-25.7% | $2,625-50.7% | $2,078-37.7% |
| Participant deferral / active EE | $2,178 | $2,712-19.7% | $3,311-34.2% | $3,356-35.1% |
| Admin fee / account holder | $98 | $126-22.4% | $5,131-98.1% | $115-15.0% |