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 | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $113,446 | $98,982+14.6% | $162,163-30.0% | $65,185+74.0% |
| Participation rate | 80.5% | 85.8%-5.2pp | 87.6%-7.0pp | 70.2%+10.3pp |
| Annual return | 20.28% | 24.84%-4.6pp | 115.59%-95.3pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,158 | $3,467-66.6% | $5,614-79.4% | $2,177-46.8% |
| Participant deferral / active EE | $4,070 | $5,384-24.4% | $7,298-44.2% | $3,514+15.8% |
| Admin fee / account holder | $35 | $596-94.1% | $10,843-99.7% | $847-95.9% |