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 COMPANY Service code 15 · EIN 04-1590850 PO BOX 1583 · HARTFORD, CT 06144 | Recordkeeping | $8 |
AZALEA ADMINISTRATION LLC2 years Filed as: AZALEA ADMINISTRATION Service code 14 · EIN 27-0711617 PO BOX 180293 · MOBILE, AL 36618 | Plan Administrator | $0 |
WILLIAM BLAIR1 year Filed as: WILLIAM HOLMES Service code 20 · EIN 04-1590850 106 E MAIN STREET · TUPELO, MS 38804 | Trustee (individual) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,171 | $25,302-51.9% | $74,701-83.7% | $67,579-82.0% |
| Participation rate | 62.7% | 37.8%+24.8pp | 54.5%+8.2pp | 71.3%-8.6pp |
| Annual return | 26.29% | 10291.17%-10264.9pp | 752.92%-726.6pp | 378.56%-352.3pp |
| Employer contribution / active EE | $219 | $446-50.9% | $1,084-79.8% | $2,148-89.8% |
| Participant deferral / active EE | $862 | $954-9.7% | $1,964-56.1% | $3,539-75.7% |
| Admin fee / account holder | $18 | $108-83.4% | $3,333-99.5% | $142-87.4% |