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 26 · EIN 71-0294708 | Advisory (Participants) | $45,908 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 99 · EIN 04-1590850 | Other Fees | $18,172 |
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 | $22,013 | $69,477-68.3% | $94,646-76.7% | $71,457-69.2% |
| Participation rate | 77.2% | 78.4%-1.3pp | 80.8%-3.6pp | 67.9%+9.3pp |
| Annual return | 17.20% | 29.66%-12.5pp | 156.71%-139.5pp | 28.85%-11.7pp |
| Employer contribution / active EE | $960 | $2,853-66.4% | $3,672-73.9% | $2,588-62.9% |
| Participant deferral / active EE | $6,785 | $7,345-7.6% | $7,418-8.5% | $4,289+58.2% |
| Admin fee / account holder | $123 | $1,210-89.9% | $7,231-98.3% | $1,587-92.3% |