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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,379 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $56,024 |
Filed as: MASSMUTUAL RETIREMENT SERVICES Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,673 | $82,546-58.0% | $140,016-75.2% | $75,289-53.9% |
| Participation rate | 95.7% | 88.4%+7.3pp | 87.5%+8.2pp | 72.4%+23.2pp |
| Annual return | -3.59% | -0.36%-3.2pp | 651.12%-654.7pp | -0.04%-3.6pp |
| Employer contribution / active EE | $3,240 | $3,856-16.0% | $5,606-42.2% | $2,405+34.7% |
| Participant deferral / active EE | $4,969 | $5,731-13.3% | $6,927-28.3% | $3,739+32.9% |
| Admin fee / account holder | $69 | $86-19.3% | $10,705-99.4% | $102-32.4% |