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 | $17,812 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,055 | $54,590-54.1% | $81,930-69.4% | $73,488-65.9% |
| Participation rate | 74.7% | 68.3%+6.4pp | 72.0%+2.8pp | 70.7%+4.1pp |
| Annual return | 12.69% | 17.74%-5.0pp | 29.49%-16.8pp | 28.51%-15.8pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,310-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,709 | $2,759-38.1% | $7,107-76.0% | $3,740-54.3% |
| Admin fee / account holder | $287 | $592-51.5% | $5,158-94.4% | $513-44.1% |