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 |
|---|---|---|
FIRST CLEARING LLC2+ years Service code 52 · EIN 25-2384840 | Indirect Investment Fees | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,120 | $44,425-34.5% | $67,834-57.1% | $55,167-47.2% |
| Participation rate | 32.2% | 59.7%-27.5pp | 68.8%-36.6pp | 69.0%-36.8pp |
| Annual return | 5.52% | 17.80%-12.3pp | 138.47%-133.0pp | 169.23%-163.7pp |
| Employer contribution / active EE | $227 | $1,351-83.2% | $2,403-90.5% | $1,963-88.4% |
| Participant deferral / active EE | $910 | $2,166-58.0% | $3,160-71.2% | $3,054-70.2% |
| Admin fee / account holder | $46 | $530-91.3% | $4,622-99.0% | $504-90.9% |