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 LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $9,802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,298 | $39,859-21.5% | $78,689-60.2% | $57,658-45.7% |
| Participation rate | 12.0% | 66.1%-54.1pp | 73.6%-61.5pp | 70.2%-58.2pp |
| Annual return | 7.16% | 18.96%-11.8pp | 62.18%-55.0pp | 5.13%+2.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $785 | $2,248-65.1% | $3,517-77.7% | $3,061-74.3% |
| Admin fee / account holder | $96 | $76+26.1% | $4,510-97.9% | $95+1.7% |