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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $6,638 |
RELIANCE TRUST COMPANY5+ years Service code 15 · EIN 58-1428634 | Recordkeeping | $240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $32,345 | $62,928-48.6% | $172,739-81.3% | $67,579-52.1% |
| Participation rate | 55.3% | 64.5%-9.2pp | 82.6%-27.4pp | 71.3%-16.0pp |
| Annual return | 15.71% | 30.36%-14.7pp | 802.84%-787.1pp | 378.56%-362.9pp |
| Employer contribution / active EE | $803 | $1,636-50.9% | $5,143-84.4% | $2,148-62.6% |
| Participant deferral / active EE | $2,264 | $2,145+5.6% | $5,198-56.4% | $3,539-36.0% |
| Admin fee / account holder | $40 | $167-76.2% | $13,954-99.7% | $142-72.2% |