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 | $2,248 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $153 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 · EIN 36-3429599 | Other Services | $22 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 55 · EIN 13-5674085 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,688 | $51,244+10.6% | $80,975-30.0% | $55,167+2.8% |
| Participation rate | 89.2% | 71.7%+17.5pp | 75.8%+13.4pp | 69.0%+20.2pp |
| Annual return | 2.56% | 17.39%-14.8pp | 17.10%-14.5pp | 169.23%-166.7pp |
| Employer contribution / active EE | $1,347 | $1,770-23.9% | $3,714-63.7% | $1,963-31.3% |
| Participant deferral / active EE | $4,001 | $4,418-9.4% | $5,696-29.8% | $3,054+31.0% |
| Admin fee / account holder | $17 | $398-95.8% | $5,516-99.7% | $504-96.6% |