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 | $6,625 |
RELIANCE TRUST COMPANY5+ 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 | $34,072 | $55,790-38.9% | $76,817-55.6% | $67,579-49.6% |
| Participation rate | 67.3% | 71.1%-3.8pp | 72.1%-4.8pp | 71.3%-4.0pp |
| Annual return | 21.50% | 64.45%-43.0pp | 1166.11%-1144.6pp | 378.56%-357.1pp |
| Employer contribution / active EE | $1,385 | $1,810-23.5% | $2,302-39.8% | $2,148-35.5% |
| Participant deferral / active EE | $2,324 | $2,875-19.1% | $3,336-30.3% | $3,539-34.3% |
| Admin fee / account holder | $120 | $159-24.8% | $6,420-98.1% | $142-15.9% |