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 50 · EIN 04-2675571 | Direct Payment | $23,070 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,519 |
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.
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 | $85,338 | $59,186+44.2% | $76,768+11.2% | $56,287+51.6% |
| Participation rate | 31.2% | 75.2%-44.0pp | 77.0%-45.7pp | 69.9%-38.6pp |
| Annual return | -5.70% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $69 | $1,759-96.1% | $2,485-97.2% | $2,111-96.7% |
| Participant deferral / active EE | $1,907 | $3,255-41.4% | $3,852-50.5% | $3,350-43.1% |
| Admin fee / account holder | $241 | $489-50.7% | $6,675-96.4% | $521-53.7% |