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 |
|---|---|---|
EGPS2 years Service code 15 · EIN 13-3180178 | Recordkeeping | $13,865 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $5,177 |
Service code 28 · EIN 75-1832551 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,771 | $73,638+2.9% | $95,952-21.0% | $73,488+3.1% |
| Participation rate | 90.6% | 76.2%+14.4pp | 77.1%+13.5pp | 70.7%+19.9pp |
| Annual return | 15.65% | 16.78%-1.1pp | 91.61%-76.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,474 | $1,863-20.9% | $2,541-42.0% | $2,270-35.1% |
| Participant deferral / active EE | $4,835 | $3,617+33.7% | $4,167+16.0% | $3,740+29.3% |
| Admin fee / account holder | $122 | $482-74.7% | $6,795-98.2% | $513-76.2% |