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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,170 |
Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
MASSACHUSETTS MUTUAL LIFE INS. CO.10+ years Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,715 | $62,327+13.5% | $120,354-41.2% | $74,495-5.1% |
| Participation rate | 91.1% | 56.8%+34.3pp | 71.9%+19.2pp | 67.2%+23.9pp |
| Annual return | 18.79% | 18.61%+0.2pp | 107.15%-88.4pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $516 | $1,843-72.0% | $3,463-85.1% | $2,623-80.3% |
| Participant deferral / active EE | $3,172 | $2,893+9.6% | $4,991-36.4% | $4,346-27.0% |
| Admin fee / account holder | $80 | $2,396-96.7% | $9,423-99.2% | $1,942-95.9% |