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 COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY 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 | $24,109 | $62,928-61.7% | $172,739-86.0% | $67,579-64.3% |
| Participation rate | 87.4% | 64.5%+22.9pp | 82.6%+4.8pp | 71.3%+16.1pp |
| Annual return | 20.35% | 30.36%-10.0pp | 802.84%-782.5pp | 378.56%-358.2pp |
| Employer contribution / active EE | $1,233 | $1,636-24.6% | $5,143-76.0% | $2,148-42.6% |
| Participant deferral / active EE | $1,239 | $2,145-42.3% | $5,198-76.2% | $3,539-65.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |