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 COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $3,050 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $220 |
Filed as: MASSMUTUAL LIFE INSURANCE Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,323 | $47,977-72.2% | $154,107-91.4% | $56,287-76.3% |
| Participation rate | 96.0% | 66.2%+29.9pp | 83.0%+13.0pp | 69.9%+26.2pp |
| Annual return | -6.63% | 3.54%-10.2pp | 735.12%-741.7pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,856 | $2,169-14.4% | $5,298-65.0% | $2,111-12.1% |
| Participant deferral / active EE | $396 | $2,392-83.5% | $5,081-92.2% | $3,350-88.2% |
| Admin fee / account holder | $106 | $438-75.9% | $13,411-99.2% | $521-79.7% |