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 | $1,510 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,062 | $43,423-42.3% | $78,689-68.2% | $55,167-54.6% |
| Participation rate | 78.0% | 68.0%+10.0pp | 73.6%+4.5pp | 69.0%+9.0pp |
| Annual return | 7.03% | 11.53%-4.5pp | 62.18%-55.1pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,034 | $1,997+1.9% | $2,851-28.7% | $1,963+3.6% |
| Participant deferral / active EE | $2,432 | $2,509-3.1% | $3,517-30.8% | $3,054-20.4% |
| Admin fee / account holder | $10 | $416-97.5% | $4,510-99.8% | $504-97.9% |