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 | $2,504 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,654 | $59,186-83.7% | $76,768-87.4% | $56,287-82.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -9.53% | 6.62%-16.1pp | 2.43%-12.0pp | -9.96%+0.4pp |
| Employer contribution / active EE | $1,039 | $1,759-40.9% | $2,485-58.2% | $2,111-50.8% |
| Participant deferral / active EE | $2,332 | $3,255-28.4% | $3,852-39.5% | $3,350-30.4% |
| Admin fee / account holder | $78 | $489-84.0% | $6,675-98.8% | $521-85.0% |