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 |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $39,727 |
RELIANCE TRUST COMPANY6+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $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 | $65,709 | $136,307-51.8% | $177,821-63.0% | $73,488-10.6% |
| Participation rate | 95.9% | 86.1%+9.8pp | 87.7%+8.2pp | 70.7%+25.2pp |
| Annual return | 75.45% | 18.68%+56.8pp | 48.32%+27.1pp | 28.51%+46.9pp |
| Employer contribution / active EE | $1,890 | $3,712-49.1% | $5,918-68.1% | $2,270-16.8% |
| Participant deferral / active EE | $5,948 | $5,829+2.0% | $7,714-22.9% | $3,740+59.1% |
| Admin fee / account holder | $144 | $596-75.8% | $12,427-98.8% | $513-71.9% |