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 |
|---|---|---|
Service code 68 · EIN 41-0973005 | Soft dollars commissions | $20,886 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $3,903 |
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.
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 | $13,045 | $23,385-44.2% | $69,182-81.1% | $57,658-77.4% |
| Participation rate | 60.6% | 37.9%+22.7pp | 55.1%+5.5pp | 70.2%-9.6pp |
| Annual return | 6.16% | -659.34%+665.5pp | -21.93%+28.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $36 | $422-91.5% | $1,206-97.0% | $1,974-98.2% |
| Participant deferral / active EE | $605 | $843-28.3% | $1,897-68.1% | $3,061-80.2% |
| Admin fee / account holder | $17 | $82-79.8% | $2,697-99.4% | $95-82.4% |