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 9-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: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $5,404 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,836 | $60,545-77.1% | $92,233-85.0% | $69,631-80.1% |
| Participation rate | 23.7% | 72.2%-48.5pp | 76.5%-52.8pp | 70.7%-47.0pp |
| Annual return | 26.06% | 19.71%+6.3pp | 176.28%-150.2pp | 27571.02%-27545.0pp |
| Employer contribution / active EE | $875 | $2,633-66.8% | $3,679-76.2% | $2,032-56.9% |
| Participant deferral / active EE | $1,548 | $2,828-45.2% | $3,897-60.3% | $3,224-52.0% |
| Admin fee / account holder | $40 | $145-72.4% | $5,194-99.2% | $110-63.8% |