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 | $1,016 |
Service code 49 · EIN 36-3429599 | Other Services | $20 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $20 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $69,191 | $100,041-30.8% | $149,718-53.8% | $70,131-1.3% |
| Participation rate | 92.1% | 83.6%+8.5pp | 87.1%+5.1pp | 69.5%+22.6pp |
| Annual return | 17.22% | 27.43%-10.2pp | 1501.63%-1484.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,994 | $3,662-45.5% | $5,445-63.4% | $2,342-14.9% |
| Participant deferral / active EE | $5,810 | $4,983+16.6% | $6,569-11.6% | $3,332+74.4% |
| Admin fee / account holder | $5 | $8,286-99.9% | $11,283-100.0% | $4,645-99.9% |