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 INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $3,516 |
Filed as: NYLIFE SECURITIES LLC Service code 99 · EIN 27-0145686 | Other Fees | $0 |
NYLINK INSURANCE AGENCY INC2 years Service code 99 · EIN 13-3929029 | Other Fees | $0 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $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 | $21,413 | $44,873-52.3% | $79,464-73.1% | $56,287-62.0% |
| Participation rate | 93.3% | 68.7%+24.5pp | 73.3%+19.9pp | 69.9%+23.4pp |
| Annual return | -5.31% | 0.81%-6.1pp | 718.14%-723.4pp | -9.96%+4.6pp |
| Employer contribution / active EE | $923 | $2,140-56.9% | $2,800-67.1% | $2,111-56.3% |
| Participant deferral / active EE | $1,378 | $2,746-49.8% | $3,704-62.8% | $3,350-58.8% |
| Admin fee / account holder | $26 | $418-93.7% | $5,113-99.5% | $521-94.9% |