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 15 · EIN 04-1590850 | Recordkeeping | $23,330 |
LPL FINANCIAL4 years Filed as: LPL HOLDINGS Service code 22 · EIN 04-3046611 | Insurance Broker | $15,249 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO. Service code 15 | Recordkeeping | $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.
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 | $30,078 | $54,573-44.9% | $90,951-66.9% | $73,488-59.1% |
| Participation rate | 57.7% | 61.2%-3.4pp | 69.0%-11.3pp | 70.7%-12.9pp |
| Annual return | 14.60% | 16.69%-2.1pp | 134.60%-120.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $203 | $991-79.6% | $2,122-90.5% | $2,270-91.1% |
| Participant deferral / active EE | $2,455 | $2,517-2.5% | $3,373-27.2% | $3,740-34.4% |
| Admin fee / account holder | $177 | $521-66.1% | $5,959-97.0% | $513-65.6% |