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 | $6,607 |
JULY BUSINESS SERVICES4+ 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 | $37,367 | $59,186-36.9% | $76,768-51.3% | $56,287-33.6% |
| Participation rate | 86.6% | 75.2%+11.4pp | 77.0%+9.6pp | 69.9%+16.8pp |
| Annual return | -6.18% | 6.62%-12.8pp | 2.43%-8.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,595 | $1,759-9.3% | $2,485-35.8% | $2,111-24.5% |
| Participant deferral / active EE | $2,556 | $3,255-21.5% | $3,852-33.6% | $3,350-23.7% |
| Admin fee / account holder | $50 | $489-89.8% | $6,675-99.2% | $521-90.4% |