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 | $2,275 |
RELIANCE TRUST COMPANY2+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $53,539 | $50,106+6.9% | $70,014-23.5% | $57,658-7.1% |
| Participation rate | 94.4% | 70.9%+23.6pp | 71.8%+22.6pp | 70.2%+24.2pp |
| Annual return | 7.86% | 14.58%-6.7pp | 12.99%-5.1pp | 5.13%+2.7pp |
| Employer contribution / active EE | $4,781 | $1,739+174.9% | $2,338+104.5% | $1,974+142.2% |
| Participant deferral / active EE | $1,373 | $2,486-44.8% | $2,931-53.1% | $3,061-55.1% |
| Admin fee / account holder | $4 | $89-95.0% | $4,380-99.9% | $95-95.3% |