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 | $5,161 |
WJPR CPAS1 year Service code 13 · EIN 73-1553481 | Contract Administrator | $4,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,540 | $60,545-61.1% | $92,233-74.5% | $69,631-66.2% |
| Participation rate | 34.2% | 72.2%-37.9pp | 76.5%-42.3pp | 70.7%-36.5pp |
| Annual return | 33.37% | 19.71%+13.7pp | 176.28%-142.9pp | 27571.02%-27537.7pp |
| Employer contribution / active EE | $859 | $2,633-67.4% | $3,679-76.7% | $2,032-57.7% |
| Participant deferral / active EE | $2,313 | $2,828-18.2% | $3,897-40.6% | $3,224-28.2% |
| Admin fee / account holder | $44 | $145-69.5% | $5,194-99.2% | $110-60.0% |