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 | $965 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
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 | $16,184 | $52,953-69.4% | $172,739-90.6% | $65,185-75.2% |
| Participation rate | 97.4% | 66.2%+31.2pp | 82.6%+14.7pp | 70.2%+27.2pp |
| Annual return | 16.81% | 30.12%-13.3pp | 802.84%-786.0pp | 29.38%-12.6pp |
| Employer contribution / active EE | $2,291 | $2,190+4.6% | $5,143-55.4% | $2,177+5.3% |
| Participant deferral / active EE | $541 | $2,471-78.1% | $5,198-89.6% | $3,514-84.6% |
| Admin fee / account holder | $88 | $472-81.3% | $13,954-99.4% | $847-89.6% |