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 | $3,315 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES Service code 49 | Other Services | $15 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,444 | $27,330-25.2% | $67,711-69.8% | $55,191-63.0% |
| Participation rate | 44.5% | 47.5%-3.0pp | 67.5%-23.0pp | 69.2%-24.6pp |
| Annual return | -0.27% | 8.81%-9.1pp | 25.41%-25.7pp | 10.78%-11.1pp |
| Employer contribution / active EE | $274 | $855-67.9% | $2,559-89.3% | $1,899-85.6% |
| Participant deferral / active EE | $875 | $1,709-48.8% | $3,585-75.6% | $3,046-71.3% |
| Admin fee / account holder | $15 | $109-86.3% | $4,255-99.6% | $91-83.5% |