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 | $39,072 |
Filed as: MASSMUTUAL RETIREMENT SERVICE, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,006 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 · EIN 36-3429599 | Other Services | $22 |
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 | $92,396 | $79,523+16.2% | $140,016-34.0% | $56,287+64.2% |
| Participation rate | 85.4% | 85.7%-0.3pp | 87.5%-2.1pp | 69.9%+15.6pp |
| Annual return | -5.31% | 2.39%-7.7pp | 651.12%-656.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,130 | $3,350-36.4% | $5,606-62.0% | $2,111+0.9% |
| Participant deferral / active EE | $4,553 | $5,129-11.2% | $6,927-34.3% | $3,350+35.9% |
| Admin fee / account holder | $5 | $614-99.2% | $10,705-100.0% | $521-99.1% |