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: MASS MUTUAL LIFE INSURANCE CO. Service code 49 · EIN 04-1590850 | Other Services | $42,255 |
Filed as: CORNER STONE PLANNING Service code 27 · EIN 20-8315014 | Advisory (Plan) | $18,872 |
Service code 13 · EIN 22-2755716 | Contract Administrator | $4,645 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,127 | $79,124-70.8% | $60,874-62.0% | $64,808-64.3% |
| Participation rate | 85.3% | 77.7%+7.6pp | 73.1%+12.2pp | 71.5%+13.9pp |
| Annual return | -12.67% | -7.13%-5.5pp | 16.90%-29.6pp | 32.82%-45.5pp |
| Employer contribution / active EE | $1,550 | $3,050-49.2% | $2,701-42.6% | $2,506-38.2% |
| Participant deferral / active EE | $1,634 | $3,725-56.1% | $3,817-57.2% | $4,310-62.1% |
| Admin fee / account holder | $193 | $106+82.8% | $3,224-94.0% | $188+2.8% |