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 | $1,368 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $21,563 | $51,244-57.9% | $80,975-73.4% | $55,167-60.9% |
| Participation rate | 33.8% | 71.7%-37.9pp | 75.8%-42.0pp | 69.0%-35.2pp |
| Annual return | 10.95% | 17.39%-6.4pp | 17.10%-6.2pp | 169.23%-158.3pp |
| Employer contribution / active EE | $317 | $1,770-82.1% | $3,714-91.5% | $1,963-83.8% |
| Participant deferral / active EE | $1,497 | $4,418-66.1% | $5,696-73.7% | $3,054-51.0% |
| Admin fee / account holder | $22 | $398-94.5% | $5,516-99.6% | $504-95.6% |