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 |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $8,081 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $6,248 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $657 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,890 | $80,753-82.8% | $136,294-89.8% | $62,292-77.7% |
| Participation rate | 92.3% | 73.5%+18.8pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 24.98% | 35.83%-10.8pp | 5155.94%-5131.0pp | 28.90%-3.9pp |
| Employer contribution / active EE | $633 | $2,884-78.0% | $4,695-86.5% | $2,042-69.0% |
| Participant deferral / active EE | $3,286 | $5,164-36.4% | $6,247-47.4% | $3,169+3.7% |
| Admin fee / account holder | $80 | $525-84.8% | $9,243-99.1% | $479-83.4% |