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 RETIRMENT SERVICE, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,445 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 28 · EIN 95-2834236 | Investment Management | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
RELIANCE TRUST COMPANY1 year Service code 26 · EIN 58-1428634 | Advisory (Participants) | $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 | $62,995 | $71,192-11.5% | $117,854-46.5% | $62,292+1.1% |
| Participation rate | 72.2% | 74.2%-2.1pp | 79.7%-7.5pp | 69.5%+2.7pp |
| Annual return | 14.36% | 18.66%-4.3pp | 335.08%-320.7pp | 28.90%-14.5pp |
| Employer contribution / active EE | $662 | $1,934-65.8% | $3,786-82.5% | $2,042-67.6% |
| Participant deferral / active EE | $2,722 | $3,189-14.6% | $4,482-39.3% | $3,169-14.1% |
| Admin fee / account holder | $15 | $587-97.4% | $8,020-99.8% | $479-96.8% |