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 LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $20,322 |
Service code 10 · EIN 58-1798795 4260 CLAUSELL COURT · DECATUR, GA 30035 | Accounting | $6,036 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,874 | $60,165-83.6% | $74,183-86.7% | $55,167-82.1% |
| Participation rate | 99.5% | 74.2%+25.3pp | 76.6%+22.9pp | 69.0%+30.5pp |
| Annual return | 5.86% | 10.00%-4.1pp | 17.74%-11.9pp | 169.23%-163.4pp |
| Employer contribution / active EE | $855 | $1,600-46.6% | $2,370-63.9% | $1,963-56.4% |
| Participant deferral / active EE | $1,988 | $2,973-33.1% | $3,550-44.0% | $3,054-34.9% |
| Admin fee / account holder | $90 | $419-78.6% | $5,586-98.4% | $504-82.2% |