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 |
|---|---|---|
RELAIANCE TRUST COMPANY2 years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $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.
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 | $23,232 | $52,953-56.1% | $172,739-86.6% | $65,185-64.4% |
| Participation rate | 18.2% | 66.2%-48.0pp | 82.6%-64.5pp | 70.2%-52.0pp |
| Annual return | 19.98% | 30.12%-10.1pp | 802.84%-782.9pp | 29.38%-9.4pp |
| Employer contribution / active EE | $328 | $2,190-85.0% | $5,143-93.6% | $2,177-84.9% |
| Participant deferral / active EE | $600 | $2,471-75.7% | $5,198-88.5% | $3,514-82.9% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |