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 | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,503 | $25,723-86.4% | $69,182-94.9% | $55,167-93.6% |
| Participation rate | 16.2% | 39.4%-23.2pp | 55.1%-38.9pp | 69.0%-52.8pp |
| Annual return | 0.00% | 9.56%-9.6pp | -21.93%+21.9pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $593 | $963-38.5% | $1,897-68.7% | $3,054-80.6% |
| Admin fee / account holder | $6 | $365-98.3% | $2,697-99.8% | $504-98.8% |