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 |
|---|---|---|
BSM CONSULTING GROUP, LTD.3+ years Service code 15 · EIN 72-0699889 | Recordkeeping | $24,260 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $772 |
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 | $66,437 | $67,606-1.7% | $82,313-19.3% | $70,131-5.3% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 17.44% | 21.57%-4.1pp | 25.88%-8.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,438 | $1,755-18.0% | $2,428-40.8% | $2,342-38.6% |
| Participant deferral / active EE | $5,060 | $2,987+69.4% | $3,706+36.5% | $3,332+51.9% |
| Admin fee / account holder | $184 | $4,512-95.9% | $5,608-96.7% | $4,645-96.0% |