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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $551 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,039 | $43,504+63.3% | $68,793+3.3% | $56,287+26.2% |
| Participation rate | 51.8% | 67.8%-16.1pp | 72.2%-20.5pp | 69.9%-18.1pp |
| Annual return | -4.88% | -3.15%-1.7pp | -4.63%-0.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,587 | $1,525+4.1% | $2,625-39.5% | $2,111-24.8% |
| Participant deferral / active EE | $3,206 | $2,509+27.8% | $3,311-3.2% | $3,350-4.3% |
| Admin fee / account holder | $9 | $515-98.3% | $5,131-99.8% | $521-98.3% |