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 |
|---|---|---|
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
RELIANCE TRUST COMPANY1 year Service code 25 · EIN 58-1428634 | Directed Trustee | $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 | $77,664 | $59,288+31.0% | $90,645-14.3% | - |
| Participation rate | 93.9% | 68.0%+25.9pp | 74.0%+19.9pp | - |
| Annual return | -3.50% | -2.02%-1.5pp | 1.88%-5.4pp | - |
| Employer contribution / active EE | $1,515 | $823+84.0% | $2,532-40.2% | - |
| Participant deferral / active EE | $2,452 | $2,389+2.6% | $3,425-28.4% | - |
| Admin fee / account holder | $271 | $10,676-97.5% | $4,994-94.6% | - |