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 | $1,562 |
JANNEY MONTGOMERY SCOTT LLC2+ years Filed as: JANNEY MONTGOMERY SCOTT Service code 27 · EIN 23-0731260 | Advisory (Plan) | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 33 | Distribution (12b-1) fees; Securities... | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,159 | $60,165-24.9% | $74,183-39.1% | $55,167-18.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 76.6%-1.6pp | 69.0%+6.0pp |
| Annual return | 6.85% | 10.00%-3.1pp | 17.74%-10.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $469 | $1,600-70.7% | $2,370-80.2% | $1,963-76.1% |
| Participant deferral / active EE | $2,478 | $2,973-16.6% | $3,550-30.2% | $3,054-18.9% |
| Admin fee / account holder | $62 | $419-85.1% | $5,586-98.9% | $504-87.6% |