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 INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $3,153 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
Filed as: NYLIFE SECURITIES LLC Service code 99 · EIN 27-0145686 | Other Fees | $0 |
Service code 99 · EIN 13-3929029 | Other Fees | $0 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $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 | $23,336 | $50,637-53.9% | $86,590-73.1% | $62,292-62.5% |
| Participation rate | 99.2% | 67.9%+31.3pp | 73.5%+25.7pp | 69.5%+29.7pp |
| Annual return | 22.38% | 20.80%+1.6pp | 964.84%-942.5pp | 28.90%-6.5pp |
| Employer contribution / active EE | $910 | $2,075-56.2% | $2,839-67.9% | $2,042-55.4% |
| Participant deferral / active EE | $1,246 | $2,611-52.3% | $3,609-65.5% | $3,169-60.7% |
| Admin fee / account holder | $25 | $413-94.0% | $4,906-99.5% | $479-94.8% |