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 |
|---|---|---|
NATIONAL SECURITIES CORPORATION3+ years Filed as: NATIONAL SECURITIES CORP Service code 55 · EIN 91-0519466 | Other Commissions | $121,193 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,800 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $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 | $100,794 | $75,284+33.9% | $91,001+10.8% | $69,631+44.8% |
| Participation rate | 98.0% | 80.4%+17.6pp | 75.6%+22.4pp | 70.7%+27.3pp |
| Annual return | 17.18% | 48.40%-31.2pp | 4.60%+12.6pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $3,484 | $2,473+40.9% | $2,456+41.9% | $2,032+71.4% |
| Participant deferral / active EE | $4,483 | $3,700+21.2% | $3,547+26.4% | $3,224+39.1% |
| Admin fee / account holder | $5 | $111-95.3% | $5,417-99.9% | $110-95.3% |