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 | $868 |
Service code 49 · EIN 36-3429599 | Other Services | $20 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $20 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $34,179 | $55,453-38.4% | $170,442-79.9% | $62,292-45.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.07% | 21.38%-2.3pp | 205.93%-186.9pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,858 | $2,164-14.1% | $5,433-65.8% | $2,042-9.0% |
| Participant deferral / active EE | $2,990 | $2,303+29.9% | $4,939-39.5% | $3,169-5.6% |
| Admin fee / account holder | $6 | $455-98.7% | $13,880-100.0% | $479-98.8% |