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 | $2,558 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,932 | $66,124-30.5% | $90,404-49.2% | $73,488-37.5% |
| Participation rate | 64.0% | 69.7%-5.7pp | 72.7%-8.7pp | 70.7%-6.7pp |
| Annual return | 14.96% | 17.65%-2.7pp | 1293.02%-1278.1pp | 28.51%-13.6pp |
| Employer contribution / active EE | $110 | $2,346-95.3% | $3,262-96.6% | $2,270-95.2% |
| Participant deferral / active EE | $1,169 | $3,039-61.5% | $3,963-70.5% | $3,740-68.7% |
| Admin fee / account holder | $27 | $396-93.2% | $5,611-99.5% | $513-94.8% |