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 52 · EIN 04-1590850 | Indirect Investment Fees | $5,575 |
YANULIS & ASSOCIATES6+ years Service code 13 · EIN 16-1418035 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,772 | $70,908-43.9% | $98,907-59.8% | $73,488-45.9% |
| Participation rate | 67.7% | 73.8%-6.1pp | 76.0%-8.3pp | 70.7%-3.0pp |
| Annual return | 12.27% | 34.17%-21.9pp | 196.43%-184.2pp | 28.51%-16.2pp |
| Employer contribution / active EE | $270 | $2,036-86.7% | $2,689-90.0% | $2,270-88.1% |
| Participant deferral / active EE | $2,035 | $3,500-41.9% | $4,244-52.1% | $3,740-45.6% |
| Admin fee / account holder | $48 | $535-91.1% | $6,642-99.3% | $513-90.7% |