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: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 PO BOX 55274 · BOSTON, MA 02205 | Recordkeeping | $7,322 |
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 | $28,608 | $62,928-54.5% | $172,739-83.4% | $67,579-57.7% |
| Participation rate | 28.9% | 64.5%-35.5pp | 82.6%-53.7pp | 71.3%-42.4pp |
| Annual return | 17.47% | 30.36%-12.9pp | 802.84%-785.4pp | 378.56%-361.1pp |
| Employer contribution / active EE | $325 | $1,636-80.1% | $5,143-93.7% | $2,148-84.9% |
| Participant deferral / active EE | $1,038 | $2,145-51.6% | $5,198-80.0% | $3,539-70.7% |
| Admin fee / account holder | $62 | $167-63.1% | $13,954-99.6% | $142-56.8% |