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 INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $3,214 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
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 | $13,385 | $46,360-71.1% | $147,614-90.9% | $52,331-74.4% |
| Participation rate | 81.2% | 64.9%+16.2pp | 84.6%-3.4pp | 68.1%+13.1pp |
| Annual return | -1.11% | 1.62%-2.7pp | 61.98%-63.1pp | 4.54%-5.7pp |
| Employer contribution / active EE | $159 | $2,126-92.5% | $5,564-97.1% | $1,882-91.5% |
| Participant deferral / active EE | $1,732 | $2,258-23.3% | $4,895-64.6% | $3,022-42.7% |
| Admin fee / account holder | $15 | $766-98.1% | $11,611-99.9% | $592-97.5% |