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 7-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 N/A · SPRINGFIELD, MA 01111 | Recordkeeping | $11,804 |
MAP RETIREMENT, INC.1+ years Filed as: MAP RETIREMENT INC. Service code 34 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Other services; Valuation (appraisals... | $1,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $977 | $57,354-98.3% | $83,848-98.8% | $64,186-98.5% |
| Participation rate | 1.2% | 68.6%-67.4pp | 76.1%-75.0pp | 69.6%-68.4pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $12 | $2,993-99.6% | $4,082-99.7% | $3,470-99.6% |
| Admin fee / account holder | $3 | $4,046-99.9% | $5,478-99.9% | $4,888-99.9% |