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 | Recordkeeping | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $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 | $31,322 | $46,732-33.0% | $156,549-80.0% | $55,167-43.2% |
| Participation rate | 71.8% | 65.8%+6.0pp | 84.0%-12.2pp | 69.0%+2.9pp |
| Annual return | 2.16% | 17.72%-15.6pp | 32.23%-30.1pp | 169.23%-167.1pp |
| Employer contribution / active EE | $1,000 | $2,105-52.5% | $5,501-81.8% | $1,963-49.0% |
| Participant deferral / active EE | $1,991 | $2,204-9.7% | $4,871-59.1% | $3,054-34.8% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |