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 13 1295 STATE STREET · SPRINGFIELD, MA 01111 | Contract Administrator | $12,343 |
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 | $33,441 | $84,233-60.3% | $170,442-80.4% | $70,131-52.3% |
| Participation rate | 98.5% | 70.8%+27.7pp | 83.6%+14.9pp | 69.5%+28.9pp |
| Annual return | 12.50% | 23.06%-10.6pp | 205.93%-193.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $2,375 | $3,387-29.9% | $5,433-56.3% | $2,342+1.4% |
| Participant deferral / active EE | $3,447 | $3,086+11.7% | $4,939-30.2% | $3,332+3.5% |
| Admin fee / account holder | $128 | $5,698-97.7% | $13,880-99.1% | $4,645-97.2% |