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 | $2,608 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
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 | $65,564 | $59,535+10.1% | $90,160-27.3% | $62,292+5.3% |
| Participation rate | 87.8% | 73.0%+14.8pp | 76.9%+10.9pp | 69.5%+18.3pp |
| Annual return | 11.51% | 23.53%-12.0pp | 34.88%-23.4pp | 28.90%-17.4pp |
| Employer contribution / active EE | $1,449 | $1,826-20.6% | $3,318-56.3% | $2,042-29.1% |
| Participant deferral / active EE | $3,962 | $4,639-14.6% | $5,288-25.1% | $3,169+25.0% |
| Admin fee / account holder | $19 | $337-94.3% | $5,943-99.7% | $479-96.0% |