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 CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,298 |
RELIANCE TRUST COMPANY2+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,317 | $50,106-17.5% | $70,014-41.0% | $57,658-28.3% |
| Participation rate | 45.6% | 70.9%-25.3pp | 71.8%-26.2pp | 70.2%-24.7pp |
| Annual return | 6.98% | 14.58%-7.6pp | 12.99%-6.0pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,409 | $1,739-19.0% | $2,338-39.7% | $1,974-28.6% |
| Participant deferral / active EE | $2,045 | $2,486-17.7% | $2,931-30.2% | $3,061-33.2% |
| Admin fee / account holder | $30 | $89-66.4% | $4,380-99.3% | $95-68.3% |