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 |
|---|---|---|
Service code 33 · EIN 04-3222046 | Other fees; Securities brokerage | $7,716 |
Filed as: MASS MUTUAL Service code 15 · EIN 26-1589907 | Recordkeeping | $885 |
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 | Recordkeeping | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,318 | $80,753-63.7% | $136,294-78.5% | $62,292-52.9% |
| Participation rate | 72.9% | 73.5%-0.7pp | 81.9%-9.0pp | 69.5%+3.4pp |
| Annual return | 22.39% | 35.83%-13.4pp | 5155.94%-5133.5pp | 28.90%-6.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,005 | $5,164+55.0% | $6,247+28.1% | $3,169+152.6% |
| Admin fee / account holder | $8 | $525-98.6% | $9,243-99.9% | $479-98.4% |