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 9-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: MASSMUTAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $7,495 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 52 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,554 | $80,211-74.4% | $74,183-72.3% | $63,975-67.9% |
| Participation rate | 81.7% | 84.2%-2.5pp | 76.6%+5.1pp | 71.1%+10.6pp |
| Annual return | 0.00% | 14.13%-14.1pp | 17.74%-17.7pp | 48.65%-48.7pp |
| Employer contribution / active EE | $8,922 | $2,553+249.4% | $2,370+276.5% | $2,182+309.0% |
| Participant deferral / active EE | $4,462 | $4,370+2.1% | $3,550+25.7% | $3,356+32.9% |
| Admin fee / account holder | $6 | $67-91.8% | $5,586-99.9% | $70-92.2% |