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 7-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 INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $3,974 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $2,658 | $59,186-95.5% | $76,768-96.5% | $56,287-95.3% |
| Participation rate | 78.0% | 75.2%+2.7pp | 77.0%+1.0pp | 69.9%+8.1pp |
| Annual return | 0.00% | 6.62%-6.6pp | 2.43%-2.4pp | -9.96%+10.0pp |
| Employer contribution / active EE | $679 | $1,759-61.4% | $2,485-72.7% | $2,111-67.8% |
| Participant deferral / active EE | $1,449 | $3,255-55.5% | $3,852-62.4% | $3,350-56.8% |
| Admin fee / account holder | $36 | $489-92.6% | $6,675-99.5% | $521-93.0% |