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 |
|---|---|---|
RELIANCE TRUST COMPANY4+ years Service code 15 | Recordkeeping | $220 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 | Recordkeeping | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
RELAIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,050 | $47,977-64.5% | $154,107-88.9% | $56,287-69.7% |
| Participation rate | 19.3% | 66.2%-46.9pp | 83.0%-63.8pp | 69.9%-50.6pp |
| Annual return | -8.31% | 3.54%-11.8pp | 735.12%-743.4pp | -9.96%+1.6pp |
| Employer contribution / active EE | $303 | $2,169-86.0% | $5,298-94.3% | $2,111-85.6% |
| Participant deferral / active EE | $526 | $2,392-78.0% | $5,081-89.6% | $3,350-84.3% |
| Admin fee / account holder | $158 | $438-64.0% | $13,411-98.8% | $521-69.7% |