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 | $6,097 |
TAX SHELTERED COMPENSATION, INC.2+ years Service code 15 · EIN 41-0955056 | Recordkeeping | $774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,586 | $52,884+8.9% | $84,750-32.1% | $55,167+4.4% |
| Participation rate | 68.6% | 67.5%+1.1pp | 76.6%-8.0pp | 69.0%-0.4pp |
| Annual return | 7.98% | 18.03%-10.0pp | 22.78%-14.8pp | 169.23%-161.2pp |
| Employer contribution / active EE | $927 | $2,233-58.5% | $3,574-74.1% | $1,963-52.7% |
| Participant deferral / active EE | $3,762 | $2,644+42.3% | $3,712+1.4% | $3,054+23.2% |
| Admin fee / account holder | $77 | $581-86.8% | $5,332-98.6% | $504-84.7% |