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 INSURANCE Service code 52 · EIN 04-1590850 MASS MUTUAL FINANCIAL GROUP · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $975 |
Filed as: JOHN D DEMARIA Service code 53 3 HALFMOON EXEC PK DR · CLIFTON PARK, NY 12065 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,407 | $51,466+38.7% | $78,778-9.4% | $62,292+14.6% |
| Participation rate | 47.9% | 59.8%-11.9pp | 69.2%-21.3pp | 69.5%-21.6pp |
| Annual return | 19.05% | 19.96%-0.9pp | 35.62%-16.6pp | 28.90%-9.8pp |
| Employer contribution / active EE | $270 | $827-67.4% | $1,986-86.4% | $2,042-86.8% |
| Participant deferral / active EE | $2,404 | $2,147+11.9% | $2,958-18.8% | $3,169-24.2% |
| Admin fee / account holder | $11 | $489-97.8% | $5,134-99.8% | $479-97.7% |