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 | $1,281 |
RELIANCE TRUST COMPANY3+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $42,162 | $89,739-53.0% | $149,718-71.8% | $62,292-32.3% |
| Participation rate | 80.4% | 85.1%-4.7pp | 87.1%-6.7pp | 69.5%+10.9pp |
| Annual return | 16.19% | 21.01%-4.8pp | 1501.63%-1485.4pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,146 | $3,233-64.6% | $5,445-79.0% | $2,042-43.9% |
| Participant deferral / active EE | $1,898 | $4,797-60.4% | $6,569-71.1% | $3,169-40.1% |
| Admin fee / account holder | $10 | $551-98.1% | $11,283-99.9% | $479-97.8% |