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 RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,068 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,628 | $84,233-86.2% | $170,442-93.2% | $70,131-83.4% |
| Participation rate | 77.3% | 70.8%+6.5pp | 83.6%-6.3pp | 69.5%+7.8pp |
| Annual return | 20.28% | 23.06%-2.8pp | 205.93%-185.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,104 | $3,387-67.4% | $5,433-79.7% | $2,342-52.9% |
| Participant deferral / active EE | $1,325 | $3,086-57.1% | $4,939-73.2% | $3,332-60.2% |
| Admin fee / account holder | $2 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |