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 COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $5,029 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,440 | $71,666-17.1% | $117,854-49.6% | $69,631-14.6% |
| Participation rate | 94.8% | 77.5%+17.3pp | 79.7%+15.1pp | 70.7%+24.1pp |
| Annual return | 17.95% | 18.86%-0.9pp | 335.08%-317.1pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $2,464 | $1,889+30.5% | $3,786-34.9% | $2,032+21.3% |
| Participant deferral / active EE | $3,130 | $3,340-6.3% | $4,482-30.2% | $3,224-2.9% |
| Admin fee / account holder | $15 | $120-87.6% | $8,020-99.8% | $110-86.5% |