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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGANSTANLEY SMITHBARNEY, LLC Service code 55 | Other Commissions | $25,062 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,368 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 55 · EIN 26-4310844 | Other Commissions | $0 |
RELIANCE TRUST COMPANY3+ years Service code 15 · EIN 58-1428634 | Recordkeeping | $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 | $81,392 | $55,449+46.8% | $83,848-2.9% | $56,287+44.6% |
| Participation rate | 98.5% | 68.0%+30.5pp | 76.1%+22.3pp | 69.9%+28.6pp |
| Annual return | -7.14% | -1.38%-5.8pp | 850.88%-858.0pp | -9.96%+2.8pp |
| Employer contribution / active EE | $4,107 | $2,430+69.0% | $3,631+13.1% | $2,111+94.5% |
| Participant deferral / active EE | $7,618 | $2,935+159.5% | $4,082+86.6% | $3,350+127.4% |
| Admin fee / account holder | $8 | $656-98.7% | $5,478-99.8% | $521-98.4% |