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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,030 |
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 | $5,126 | $72,012-92.9% | $185,823-97.2% | $79,858-93.6% |
| Participation rate | 92.3% | 65.8%+26.5pp | 78.0%+14.3pp | 69.6%+22.7pp |
| Annual return | 16.57% | 23.12%-6.5pp | 35.95%-19.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,746 | $3,779-53.8% | $5,632-69.0% | $3,740-53.3% |
| Admin fee / account holder | $18 | $4,513-99.6% | $9,500-99.8% | $5,306-99.7% |