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 | $1,725 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 · EIN 36-3429599 | 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 | $47,596 | $39,819+19.5% | $67,834-29.8% | $57,658-17.5% |
| Participation rate | 90.5% | 61.2%+29.3pp | 68.8%+21.7pp | 70.2%+20.3pp |
| Annual return | 8.17% | 9.19%-1.0pp | 138.47%-130.3pp | 5.13%+3.0pp |
| Employer contribution / active EE | $3,552 | $1,277+178.2% | $2,403+47.8% | $1,974+80.0% |
| Participant deferral / active EE | $3,140 | $2,209+42.1% | $3,160-0.6% | $3,061+2.6% |
| Admin fee / account holder | $4 | $84-95.0% | $4,622-99.9% | $95-95.6% |