See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $117 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,664 | $52,884+80.9% | $84,750+12.9% | $55,167+73.4% |
| Participation rate | 59.0% | 67.5%-8.5pp | 76.6%-17.6pp | 69.0%-10.0pp |
| Annual return | 5.60% | 18.03%-12.4pp | 22.78%-17.2pp | 169.23%-163.6pp |
| Employer contribution / active EE | $1,954 | $2,233-12.5% | $3,574-45.3% | $1,963-0.4% |
| Participant deferral / active EE | $2,447 | $2,644-7.4% | $3,712-34.1% | $3,054-19.9% |
| Admin fee / account holder | $0 | $581-100.0% | $5,332-100.0% | $504-100.0% |