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 | $4,642 |
RELIANCE TRUST COMPANY6+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,430 | $61,473-57.0% | $81,930-67.7% | $73,409-64.0% |
| Participation rate | 99.6% | 72.4%+27.2pp | 72.0%+27.6pp | 72.2%+27.5pp |
| Annual return | 12.05% | 28.26%-16.2pp | 29.49%-17.4pp | 59.29%-47.2pp |
| Employer contribution / active EE | $1,491 | $1,898-21.5% | $4,310-65.4% | $2,234-33.3% |
| Participant deferral / active EE | $2,509 | $3,080-18.5% | $7,107-64.7% | $3,805-34.1% |
| Admin fee / account holder | $82 | $125-34.6% | $5,158-98.4% | $158-48.0% |