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 |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 55 · EIN 95-2834236 | Other Commissions | $13,877 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,368 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: MASSMUTUAL RETIREMENT SERVICES Service code 52 | Indirect Investment Fees | $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 | $57,353 | $58,828-2.5% | $77,999-26.5% | $62,891-8.8% |
| Participation rate | 75.0% | 71.1%+3.9pp | 75.5%-0.5pp | 69.3%+5.7pp |
| Annual return | 7.69% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $3,151 | $1,672+88.5% | $2,470+27.6% | $2,281+38.1% |
| Participant deferral / active EE | $9,960 | $2,686+270.9% | $3,497+184.8% | $3,203+210.9% |
| Admin fee / account holder | $12 | $4,393-99.7% | $5,480-99.8% | $4,296-99.7% |