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 |
|---|---|---|
NFP RETIREMENT INC5+ years Filed as: NFP SECURITIES INC Service code 55 · EIN 74-2794194 | Other Commissions | $23,613 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $4,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,953 | $83,477-16.2% | $125,175-44.1% | $72,985-4.2% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.7pp | 69.5%-1.4pp |
| Annual return | 17.99% | 25.78%-7.8pp | 43.79%-25.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,241 | $2,345-47.1% | $3,865-67.9% | $2,440-49.1% |
| Participant deferral / active EE | $3,555 | $3,585-0.8% | $4,937-28.0% | $3,607-1.4% |
| Admin fee / account holder | $34 | $5,517-99.4% | $9,702-99.7% | $5,124-99.3% |