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 | Recordkeeping | $331,954 |
ZENITH AMERICAN SOLUTIONS5+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $106,757 |
VERUS5+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $77,213 |
HILL, FARRER & BURRILL LLP5+ years Service code 29 · EIN 95-2153880 | Legal | $31,123 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $17,800 |
Filed as: MASS MUTUAL Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,258 | $78,226-63.9% | $92,893-69.6% | $82,204-65.6% |
| Participation rate | 98.3% | 82.7%+15.6pp | 76.0%+22.3pp | 73.4%+24.9pp |
| Annual return | 19.74% | 19.33%+0.4pp | 109.41%-89.7pp | 26.31%-6.6pp |
| Employer contribution / active EE | $1,965 | $3,911-49.8% | $3,653-46.2% | $2,707-27.4% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,236-100.0% | $4,246-100.0% |
| Admin fee / account holder | $175 | $119+46.6% | $5,794-97.0% | $76+130.9% |