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 FUNDS2+ years Filed as: ROBERT W BAIRD & CO INC. Service code 26 · EIN 39-6037917 | Advisory (Participants) | $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 | $48,730 | $57,976-15.9% | $62,995-22.6% | $62,292-21.8% |
| Participation rate | 99.2% | 75.9%+23.3pp | 74.8%+24.4pp | 69.5%+29.7pp |
| Annual return | 13.59% | 17.54%-3.9pp | 87.57%-74.0pp | 28.90%-15.3pp |
| Employer contribution / active EE | $2,443 | $2,415+1.2% | $2,759-11.4% | $2,042+19.6% |
| Participant deferral / active EE | $3,327 | $2,956+12.6% | $3,329-0.1% | $3,169+5.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |