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 | $559 |
RELIANCE TRUST COMPANY1+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
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 | $35,125 | $70,667-50.3% | $123,104-71.5% | $52,331-32.9% |
| Participation rate | 81.0% | 83.7%-2.7pp | 86.8%-5.8pp | 68.1%+12.9pp |
| Annual return | -1.07% | 6.23%-7.3pp | 13.22%-14.3pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,125 | $2,946-61.8% | $5,151-78.2% | $1,882-40.2% |
| Participant deferral / active EE | $1,920 | $4,493-57.3% | $6,230-69.2% | $3,022-36.5% |
| Admin fee / account holder | $4 | $506-99.2% | $9,015-100.0% | $592-99.3% |