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: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $695 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $396 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $30 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $149,812 | $51,769+189.4% | $57,343+161.3% | $52,331+186.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 0.85% | 2.43%-1.6pp | 24.39%-23.5pp | 4.54%-3.7pp |
| Employer contribution / active EE | $283 | $2,335-87.9% | $2,689-89.5% | $1,882-85.0% |
| Participant deferral / active EE | $3,040 | $2,794+8.8% | $3,162-3.9% | $3,022+0.6% |
| Admin fee / account holder | $3 | $295-98.9% | $3,356-99.9% | $592-99.5% |