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 |
|---|---|---|
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Service code 49 · EIN 36-3429599 | Other Services | $26 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | 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 | $25,737 | $52,293-50.8% | $178,490-85.6% | $73,409-64.9% |
| Participation rate | 89.4% | 65.3%+24.1pp | 81.9%+7.5pp | 72.2%+17.2pp |
| Annual return | 14.69% | 34.75%-20.1pp | 151.07%-136.4pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,282 | $1,735-26.1% | $5,011-74.4% | $2,234-42.6% |
| Participant deferral / active EE | $1,722 | $2,332-26.2% | $5,202-66.9% | $3,805-54.7% |
| Admin fee / account holder | $28 | $127-77.8% | $13,984-99.8% | $158-82.1% |