Filed December 2, 2019
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: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,713 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,839 | $50,464+24.5% | $75,781-17.1% | $52,331+20.1% |
| Participation rate | 96.2% | 66.8%+29.5pp | 75.8%+20.4pp | 68.1%+28.1pp |
| Annual return | -2.72% | 1.03%-3.7pp | 9.68%-12.4pp | 4.54%-7.3pp |
| Employer contribution / active EE | $3,195 | $1,988+60.7% | $3,323-3.8% | $1,882+69.8% |
| Participant deferral / active EE | $3,674 | $2,570+42.9% | $3,651+0.6% | $3,022+21.6% |
| Admin fee / account holder | $9 | $1,103-99.2% | $5,299-99.8% | $592-98.6% |