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 | $815 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 28 · EIN 95-2834236 | Investment Management | $0 |
RELIANCE TRUST COMPANY2 years Service code 26 · EIN 58-1428634 | Advisory (Participants) | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $60,253 | $66,302-9.1% | $110,238-45.3% | $56,287+7.0% |
| Participation rate | 84.0% | 74.9%+9.1pp | 79.8%+4.2pp | 69.9%+14.1pp |
| Annual return | -4.99% | -1.18%-3.8pp | 314.74%-319.7pp | -9.96%+5.0pp |
| Employer contribution / active EE | $806 | $2,047-60.7% | $3,826-78.9% | $2,111-61.8% |
| Participant deferral / active EE | $3,503 | $3,381+3.6% | $4,672-25.0% | $3,350+4.6% |
| Admin fee / account holder | $8 | $698-98.8% | $8,547-99.9% | $521-98.4% |