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 06-0974148 RETIREMENT PLAN SERVICES · HARTFORD, CT 06144 | Recordkeeping | $8,313 |
JULY BUSINESS SERVICES1+ years Service code 15 · EIN 74-2715820 400 AUSTIN AVE., STE. 1200 · WACO, TX 76701 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,165 | $54,320-48.1% | $67,652-58.4% | $52,331-46.2% |
| Participation rate | 87.7% | 73.6%+14.1pp | 75.7%+12.1pp | 68.1%+19.6pp |
| Annual return | -1.34% | 6.81%-8.1pp | 6625.04%-6626.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,471 | $1,544-4.7% | $2,266-35.1% | $1,882-21.8% |
| Participant deferral / active EE | $2,089 | $2,950-29.2% | $3,560-41.3% | $3,022-30.9% |
| Admin fee / account holder | $56 | $527-89.3% | $4,821-98.8% | $592-90.5% |