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 | $10,789 | $73,638-85.3% | $95,952-88.8% | $73,488-85.3% |
| Participation rate | 77.1% | 76.2%+0.9pp | 77.1%0pp | 70.7%+6.4pp |
| Annual return | 16.92% | 16.78%+0.1pp | 91.61%-74.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,078 | $1,863-42.2% | $2,541-57.6% | $2,270-52.5% |
| Participant deferral / active EE | $3,066 | $3,617-15.2% | $4,167-26.4% | $3,740-18.0% |
| Admin fee / account holder | $23 | $482-95.2% | $6,795-99.7% | $513-95.5% |