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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $10,066 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $220 |
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 | $12,555 | $37,196-66.2% | $154,107-91.9% | $55,725-77.5% |
| Participation rate | 88.2% | 64.1%+24.1pp | 83.0%+5.1pp | 70.9%+17.3pp |
| Annual return | -6.20% | 1319.68%-1325.9pp | 735.12%-741.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $882 | $1,614-45.4% | $5,298-83.4% | $2,078-57.6% |
| Participant deferral / active EE | $1,389 | $2,068-32.8% | $5,081-72.7% | $3,356-58.6% |
| Admin fee / account holder | $20 | $102-79.9% | $13,411-99.8% | $115-82.3% |