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 Service code 15 · EIN 04-1590850 P.O. BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $1,500 |
LPL FINANCIAL3 years Service code 55 · EIN 95-2834236 | Other Commissions | $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 | $32,324 | $50,082-35.5% | $93,406-65.4% | $79,858-59.5% |
| Participation rate | 81.3% | 60.9%+20.3pp | 66.8%+14.4pp | 69.6%+11.6pp |
| Annual return | 15.79% | 24.59%-8.8pp | 78.05%-62.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,693 | $1,303+29.9% | $2,075-18.4% | $2,471-31.5% |
| Participant deferral / active EE | $3,025 | $2,212+36.7% | $3,126-3.2% | $3,740-19.1% |
| Admin fee / account holder | $77 | $3,454-97.8% | $5,230-98.5% | $5,306-98.5% |