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 INC1+ years Service code 55 · EIN 13-2638166 | Other Commissions | $63,051 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | 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 | $30,280 | $48,277-37.3% | $63,517-52.3% | $55,191-45.1% |
| Participation rate | 96.2% | 69.4%+26.8pp | 71.0%+25.1pp | 69.2%+27.0pp |
| Annual return | 1.33% | 2.37%-1.0pp | -70.30%+71.6pp | 10.78%-9.4pp |
| Employer contribution / active EE | $721 | $1,592-54.7% | $2,322-69.0% | $1,899-62.0% |
| Participant deferral / active EE | $2,142 | $2,432-12.0% | $2,953-27.5% | $3,046-29.7% |
| Admin fee / account holder | $0 | $86-100.0% | $5,892-100.0% | $91-100.0% |