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 | $3,622 |
NYLINK INSURANCE AGENCY INC4 years Service code 99 · EIN 13-3929029 | Other Fees | $2,280 |
Filed as: NYLIFE SECURITIES LLC Service code 99 · EIN 27-0145686 | Other Fees | $0 |
RELIANCE TRUST COMPANY5+ 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 | $23,480 | $60,124-60.9% | $90,404-74.0% | $79,858-70.6% |
| Participation rate | 76.6% | 65.0%+11.6pp | 72.7%+3.9pp | 69.6%+7.0pp |
| Annual return | 12.42% | 71.94%-59.5pp | 1293.02%-1280.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,225 | $2,068-40.8% | $3,262-62.5% | $2,471-50.4% |
| Participant deferral / active EE | $1,823 | $2,938-37.9% | $3,963-54.0% | $3,740-51.3% |
| Admin fee / account holder | $25 | $3,976-99.4% | $5,611-99.6% | $5,306-99.5% |