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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 28 · EIN 95-2834236 | Investment Management | $8,711 |
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 |
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 | $36,323 | $76,000-52.2% | $154,107-76.4% | $64,186-43.4% |
| Participation rate | 74.7% | 70.4%+4.3pp | 83.0%-8.3pp | 69.6%+5.1pp |
| Annual return | 9.92% | 30.32%-20.4pp | 735.12%-725.2pp | 7.63%+2.3pp |
| Employer contribution / active EE | $1,863 | $3,351-44.4% | $5,298-64.8% | $2,381-21.8% |
| Participant deferral / active EE | $2,034 | $3,175-35.9% | $5,081-60.0% | $3,470-41.4% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |