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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,075 |
RELIANCE TRUST COMPANY1+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $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 | $49,202 | $48,277+1.9% | $63,517-22.5% | $55,191-10.9% |
| Participation rate | 98.9% | 69.4%+29.5pp | 71.0%+27.8pp | 69.2%+29.7pp |
| Annual return | 0.12% | 2.37%-2.3pp | -70.30%+70.4pp | 10.78%-10.7pp |
| Employer contribution / active EE | $5,259 | $1,592+230.3% | $2,322+126.5% | $1,899+177.0% |
| Participant deferral / active EE | $1,366 | $2,432-43.8% | $2,953-53.8% | $3,046-55.2% |
| Admin fee / account holder | $4 | $86-95.2% | $5,892-99.9% | $91-95.5% |