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: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $2,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $24,403 | $76,552-68.1% | $123,892-80.3% | $62,891-61.2% |
| Participation rate | 45.6% | 73.0%-27.4pp | 81.4%-35.8pp | 69.3%-23.7pp |
| Annual return | 6.06% | 18.68%-12.6pp | 47.52%-41.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,134 | $2,883-60.7% | $4,617-75.4% | $2,281-50.3% |
| Participant deferral / active EE | $3,216 | $4,840-33.6% | $5,984-46.3% | $3,203+0.4% |
| Admin fee / account holder | $32 | $4,826-99.3% | $8,357-99.6% | $4,296-99.3% |