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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $3,194 |
Filed as: MILLENNIUM TRUST COMPANY, LLC Service code 49 · EIN 36-4400066 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,929 | $42,548-46.1% | $74,550-69.2% | $56,287-59.3% |
| Participation rate | 77.7% | 60.5%+17.2pp | 69.1%+8.5pp | 69.9%+7.8pp |
| Annual return | 2.39% | 12.40%-10.0pp | 32.53%-30.1pp | -9.96%+12.3pp |
| Employer contribution / active EE | $450 | $855-47.4% | $1,961-77.0% | $2,111-78.7% |
| Participant deferral / active EE | $2,792 | $2,277+22.6% | $3,108-10.2% | $3,350-16.6% |
| Admin fee / account holder | $19 | $467-96.0% | $5,060-99.6% | $521-96.4% |