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 | $4,868 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 15 · EIN 54-0910269 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,378 | $84,936-68.9% | $111,297-76.3% | $79,386-66.8% |
| Participation rate | 93.8% | 75.9%+17.9pp | 77.3%+16.4pp | 70.7%+23.0pp |
| Annual return | 36.17% | 17.45%+18.7pp | 54.65%-18.5pp | 116.85%-80.7pp |
| Employer contribution / active EE | $2,991 | $1,979+51.1% | $2,731+9.5% | $2,427+23.2% |
| Participant deferral / active EE | $3,665 | $3,888-5.7% | $4,487-18.3% | $4,046-9.4% |
| Admin fee / account holder | $23 | $537-95.8% | $7,964-99.7% | $626-96.4% |