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 FINANCIAL2+ years Filed as: LPL FINANCIAL, LLC Service code 55 · EIN 95-2834236 | Other Commissions | $17,842 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,405 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: MASSMUTUAL RETIREMENT SERVICES Service code 52 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,482 | $67,411+55.0% | $91,001+14.8% | $70,131+49.0% |
| Participation rate | 82.4% | 71.4%+11.0pp | 75.6%+6.8pp | 69.5%+12.8pp |
| Annual return | 17.33% | -40.16%+57.5pp | 4.60%+12.7pp | 73.14%-55.8pp |
| Employer contribution / active EE | $4,468 | $1,786+150.2% | $2,456+82.0% | $2,342+90.7% |
| Participant deferral / active EE | $12,276 | $2,823+334.9% | $3,547+246.1% | $3,332+268.5% |
| Admin fee / account holder | $18 | $4,236-99.6% | $5,417-99.7% | $4,645-99.6% |