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 COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $33,109 | $84,233-60.7% | $170,442-80.6% | $70,131-52.8% |
| Participation rate | 73.6% | 70.8%+2.8pp | 83.6%-10.0pp | 69.5%+4.1pp |
| Annual return | 12.53% | 23.06%-10.5pp | 205.93%-193.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $492 | $3,387-85.5% | $5,433-90.9% | $2,342-79.0% |
| Participant deferral / active EE | $2,315 | $3,086-25.0% | $4,939-53.1% | $3,332-30.5% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |