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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $38,070 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 99 · EIN 04-1590850 | Other Fees | $20,105 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,353 | $58,320-63.4% | $86,436-75.3% | $66,914-68.1% |
| Participation rate | 93.3% | 78.6%+14.7pp | 80.3%+13.0pp | 69.8%+23.5pp |
| Annual return | -16.55% | -9.71%-6.8pp | 4394.89%-4411.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,282 | $2,615-51.0% | $3,769-66.0% | $2,544-49.6% |
| Participant deferral / active EE | $10,022 | $6,899+45.3% | $6,952+44.2% | $4,237+136.5% |
| Admin fee / account holder | $94 | $546-82.9% | $6,731-98.6% | $593-84.2% |