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: TRANSAMERICA FNCL ADVISORS Service code 55 · EIN 59-2476008 | Other Commissions | $40,772 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $3,475 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
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 | $110,796 | $54,320+104.0% | $67,652+63.8% | $52,331+111.7% |
| Participation rate | 98.2% | 73.6%+24.6pp | 75.7%+22.5pp | 68.1%+30.1pp |
| Annual return | 0.80% | 6.81%-6.0pp | 6625.04%-6624.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $1,511 | $1,544-2.1% | $2,266-33.3% | $1,882-19.7% |
| Participant deferral / active EE | $3,507 | $2,950+18.9% | $3,560-1.5% | $3,022+16.0% |
| Admin fee / account holder | $24 | $527-95.5% | $4,821-99.5% | $592-96.0% |