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 | $4,050 |
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 | $28,242 | $44,873-37.1% | $79,464-64.5% | $56,287-49.8% |
| Participation rate | 71.3% | 68.7%+2.6pp | 73.3%-2.0pp | 69.9%+1.5pp |
| Annual return | -6.67% | 0.81%-7.5pp | 718.14%-724.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $148 | $2,140-93.1% | $2,800-94.7% | $2,111-93.0% |
| Participant deferral / active EE | $1,569 | $2,746-42.9% | $3,704-57.6% | $3,350-53.2% |
| Admin fee / account holder | $35 | $418-91.7% | $5,113-99.3% | $521-93.4% |