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 Service code 15 · EIN 04-1590850 PO BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $2,675 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,151 | $50,637-42.4% | $86,590-66.3% | $62,292-53.2% |
| Participation rate | 73.5% | 67.9%+5.6pp | 73.5%-0.1pp | 69.5%+4.0pp |
| Annual return | 16.46% | 20.80%-4.3pp | 964.84%-948.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $136 | $2,075-93.4% | $2,839-95.2% | $2,042-93.3% |
| Participant deferral / active EE | $1,469 | $2,611-43.8% | $3,609-59.3% | $3,169-53.7% |
| Admin fee / account holder | $21 | $413-94.8% | $4,906-99.6% | $479-95.5% |