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 RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $97,547 |
FTB ADVISORS, INC.5+ years Service code 10 · EIN 62-1254528 | Accounting | $91,402 |
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 | $191,202 | $62,928+203.8% | $172,739+10.7% | $67,579+182.9% |
| Participation rate | 93.5% | 64.5%+29.1pp | 82.6%+10.9pp | 71.3%+22.3pp |
| Annual return | 21.31% | 30.36%-9.0pp | 802.84%-781.5pp | 378.56%-357.2pp |
| Employer contribution / active EE | $4,951 | $1,636+202.6% | $5,143-3.7% | $2,148+130.5% |
| Participant deferral / active EE | $3,567 | $2,145+66.3% | $5,198-31.4% | $3,539+0.8% |
| Admin fee / account holder | $204 | $167+22.5% | $13,954-98.5% | $142+43.4% |