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 9-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 | $3,840 |
RELIANCE TRUST COMPANY2 years Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,157 | $35,949-71.7% | $88,538-88.5% | $65,185-84.4% |
| Participation rate | 83.6% | 56.4%+27.2pp | 68.7%+14.9pp | 70.2%+13.4pp |
| Annual return | 20.39% | 47.52%-27.1pp | 43.64%-23.2pp | 29.38%-9.0pp |
| Employer contribution / active EE | $534 | $1,047-49.0% | $2,098-74.6% | $2,177-75.5% |
| Participant deferral / active EE | $2,435 | $1,870+30.2% | $2,914-16.5% | $3,514-30.7% |
| Admin fee / account holder | $51 | $496-89.7% | $4,310-98.8% | $847-94.0% |