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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,357 |
FOLEY BENEFITS GROUP4+ years Service code 13 · EIN 31-1634880 | Contract Administrator | $2,070 |
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 | $37,954 | $42,396-10.5% | $67,313-43.6% | $56,287-32.6% |
| Participation rate | 55.5% | 61.0%-5.5pp | 69.1%-13.6pp | 69.9%-14.4pp |
| Annual return | -3.66% | -36.63%+33.0pp | -4.08%+0.4pp | -9.96%+6.3pp |
| Employer contribution / active EE | $928 | $1,414-34.3% | $2,566-63.8% | $2,111-56.0% |
| Participant deferral / active EE | $1,444 | $2,360-38.8% | $3,568-59.5% | $3,350-56.9% |
| Admin fee / account holder | $0 | $510-100.0% | $4,507-100.0% | $521-100.0% |