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: MASS MUTUAL RETIREMENT SERVICES,LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,763 |
FIRST CLEARING LLC1+ years Service code 49 · EIN 25-2384840 | Other Services | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 58-1428634 | Other Services | $0 |
RELIANCE TRUST COMPANY2+ years 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.
Employer 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 | $39,816 | $63,975-37.8% | $40,145,923-99.9% | $63,975-37.8% |
| Participation rate | 11.4% | 71.1%-59.7pp | 68.4%-57.0pp | 71.1%-59.7pp |
| Annual return | 8.12% | 48.65%-40.5pp | 5.24%+2.9pp | 48.65%-40.5pp |
| Employer contribution / active EE | $115 | $2,182-94.7% | $1,844-93.7% | $2,182-94.7% |
| Participant deferral / active EE | $399 | $3,356-88.1% | $2,591-84.6% | $3,356-88.1% |
| Admin fee / account holder | $9 | $70-87.7% | $2,903-99.7% | $70-87.7% |