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 |
|---|---|---|
Filed as: MASS MUTUAL RETIREMENT SERVICES, LL Service code 55 · EIN 26-1589907 | Other Commissions | $11,578 |
TAX SHELTERED COMPENSATION, INC.1+ years Service code 15 · EIN 41-0955056 | Recordkeeping | $996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $54,853 | $52,681+4.1% | $75,781-27.6% | $59,632-8.0% |
| Participation rate | 66.3% | 67.2%-0.9pp | 75.8%-9.5pp | 68.7%-2.4pp |
| Annual return | 0.93% | 2.95%-2.0pp | 9.68%-8.8pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $791 | $2,193-63.9% | $3,323-76.2% | $2,203-64.1% |
| Participant deferral / active EE | $3,342 | $2,591+29.0% | $3,651-8.5% | $3,192+4.7% |
| Admin fee / account holder | $147 | $3,610-95.9% | $5,299-97.2% | $4,297-96.6% |