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 | $13,937 |
TAX SHELTERED COMPENSATION, INC.3+ years Service code 15 · EIN 41-0955056 | Recordkeeping | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,224 | $58,726+17.9% | $92,233-24.9% | $62,292+11.1% |
| Participation rate | 66.7% | 68.3%-1.7pp | 76.5%-9.8pp | 69.5%-2.8pp |
| Annual return | 21.20% | 43.62%-22.4pp | 176.28%-155.1pp | 28.90%-7.7pp |
| Employer contribution / active EE | $476 | $2,392-80.1% | $3,679-87.1% | $2,042-76.7% |
| Participant deferral / active EE | $3,900 | $2,766+41.0% | $3,897+0.1% | $3,169+23.1% |
| Admin fee / account holder | $99 | $556-82.1% | $5,194-98.1% | $479-79.3% |