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 | $950 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18 |
Filed as: EDWARD D JONES & CO Service code 71 · EIN 43-0345811 | Brokerage Fees | $0 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,185 | $59,231-0.1% | $90,223-34.4% | $52,331+13.1% |
| Participation rate | 93.4% | 75.0%+18.4pp | 79.0%+14.3pp | 68.1%+25.3pp |
| Annual return | -0.91% | 3.53%-4.4pp | 1.31%-2.2pp | 4.54%-5.5pp |
| Employer contribution / active EE | $3,031 | $3,391-10.6% | $4,378-30.8% | $1,882+61.1% |
| Participant deferral / active EE | $2,850 | $4,659-38.8% | $5,792-50.8% | $3,022-5.7% |
| Admin fee / account holder | $4 | $515-99.1% | $7,406-99.9% | $592-99.3% |