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, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
BAIRD FUNDS1+ years Filed as: ROBERT W BAIRD & CO INC. Service code 26 · EIN 39-6037917 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,598 | $52,467-18.8% | $57,179-25.5% | $55,167-22.8% |
| Participation rate | 98.4% | 75.8%+22.5pp | 75.3%+23.0pp | 69.0%+29.4pp |
| Annual return | -0.75% | 7.72%-8.5pp | 14.59%-15.3pp | 169.23%-170.0pp |
| Employer contribution / active EE | $2,271 | $2,477-8.3% | $2,682-15.3% | $1,963+15.7% |
| Participant deferral / active EE | $3,050 | $2,830+7.8% | $3,096-1.5% | $3,054-0.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |