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 | $0 |
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 | $7,215 | $65,376-89.0% | $87,100-91.7% | $65,185-88.9% |
| Participation rate | 79.8% | 75.3%+4.5pp | 76.9%+3.0pp | 70.2%+9.6pp |
| Annual return | 61.01% | 31.27%+29.7pp | 28.19%+32.8pp | 29.38%+31.6pp |
| Employer contribution / active EE | $1,250 | $1,822-31.4% | $2,521-50.4% | $2,177-42.6% |
| Participant deferral / active EE | $2,656 | $3,388-21.6% | $4,049-34.4% | $3,514-24.4% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |