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 | $2,765 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 28 · EIN 95-2834236 | Investment Management | $0 |
RELIANCE TRUST COMPANY3 years 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 | $89,729 | $83,477+7.5% | $125,175-28.3% | $72,985+22.9% |
| Participation rate | 98.8% | 73.3%+25.5pp | 79.8%+19.0pp | 69.5%+29.3pp |
| Annual return | 22.82% | 25.78%-3.0pp | 43.79%-21.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $947 | $2,345-59.6% | $3,865-75.5% | $2,440-61.2% |
| Participant deferral / active EE | $4,170 | $3,585+16.3% | $4,937-15.5% | $3,607+15.6% |
| Admin fee / account holder | $34 | $5,517-99.4% | $9,702-99.7% | $5,124-99.3% |