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 |
|---|---|---|
Service code 55 · EIN 59-1531281 | Other Commissions | $55,074 |
Filed as: MASSMUTUAL RETIREMENT SERVICE, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $788 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 · EIN 36-3429599 | Other Services | $20 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS, LL Service code 27 | Advisory (Plan) | $0 |
Filed as: EVESTNET RETIREMENT SOLUTION, LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 52 | Indirect Investment Fees | $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 | $103,595 | $89,739+15.4% | $149,718-30.8% | $62,292+66.3% |
| Participation rate | 87.5% | 85.1%+2.4pp | 87.1%+0.4pp | 69.5%+18.0pp |
| Annual return | 20.88% | 21.01%-0.1pp | 1501.63%-1480.8pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,870 | $3,233-42.2% | $5,445-65.7% | $2,042-8.4% |
| Participant deferral / active EE | $4,774 | $4,797-0.5% | $6,569-27.3% | $3,169+50.7% |
| Admin fee / account holder | $4 | $551-99.3% | $11,283-100.0% | $479-99.1% |