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 | $3,245 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
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 | $60,133 | $61,214-1.8% | $83,333-27.8% | $56,287+6.8% |
| Participation rate | 89.0% | 72.6%+16.5pp | 77.8%+11.3pp | 69.9%+19.2pp |
| Annual return | -7.29% | 0.42%-7.7pp | 10.63%-17.9pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,663 | $1,925-13.6% | $3,379-50.8% | $2,111-21.2% |
| Participant deferral / active EE | $4,466 | $5,091-12.3% | $5,565-19.7% | $3,350+33.3% |
| Admin fee / account holder | $24 | $512-95.4% | $7,510-99.7% | $521-95.5% |