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 |
|---|---|---|
Service code 10 · EIN 31-1582098 | Accounting | $1,920 |
Filed as: MASSMUTUAL LIFE INS COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,059 | $80,753-75.2% | $136,294-85.3% | $62,292-67.8% |
| Participation rate | 45.2% | 73.5%-28.3pp | 81.9%-36.7pp | 69.5%-24.3pp |
| Annual return | 8.40% | 35.83%-27.4pp | 5155.94%-5147.5pp | 28.90%-20.5pp |
| Employer contribution / active EE | $1,185 | $2,884-58.9% | $4,695-74.8% | $2,042-42.0% |
| Participant deferral / active EE | $3,856 | $5,164-25.3% | $6,247-38.3% | $3,169+21.7% |
| Admin fee / account holder | $23 | $525-95.6% | $9,243-99.8% | $479-95.2% |