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 9-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 15 · EIN 04-1590850 | Recordkeeping | $3,556 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $19,073 | $47,977-60.2% | $154,107-87.6% | $56,287-66.1% |
| Participation rate | 53.9% | 66.2%-12.3pp | 83.0%-29.1pp | 69.9%-15.9pp |
| Annual return | 6.87% | 3.54%+3.3pp | 735.12%-728.3pp | -9.96%+16.8pp |
| Employer contribution / active EE | $531 | $2,169-75.5% | $5,298-90.0% | $2,111-74.8% |
| Participant deferral / active EE | $580 | $2,392-75.7% | $5,081-88.6% | $3,350-82.7% |
| Admin fee / account holder | $34 | $438-92.2% | $13,411-99.7% | $521-93.4% |