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 |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Service code 50 · EIN 13-2638166 | Direct Payment | $81,966 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $76,881 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $565 |
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 | $76,170 | $73,404+3.8% | $87,104-12.6% | $67,579+12.7% |
| Participation rate | 96.3% | 80.9%+15.4pp | 76.9%+19.4pp | 71.3%+25.0pp |
| Annual return | 21.20% | 48.29%-27.1pp | 28.19%-7.0pp | 378.56%-357.4pp |
| Employer contribution / active EE | $1,737 | $2,014-13.7% | $2,521-31.1% | $2,148-19.1% |
| Participant deferral / active EE | $5,235 | $3,913+33.8% | $4,049+29.3% | $3,539+47.9% |
| Admin fee / account holder | $257 | $142+81.8% | $7,490-96.6% | $142+80.9% |