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 |
|---|---|---|
Service code 15 · EIN 39-1444845 | Recordkeeping | $15,143 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $9,321 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,673 | $111,608-74.3% | $177,821-83.9% | $73,409-60.9% |
| Participation rate | 90.1% | 87.9%+2.3pp | 87.7%+2.4pp | 72.2%+17.9pp |
| Annual return | 20.63% | 18.23%+2.4pp | 48.32%-27.7pp | 59.29%-38.7pp |
| Employer contribution / active EE | $1,791 | $3,796-52.8% | $5,918-69.7% | $2,234-19.8% |
| Participant deferral / active EE | $2,895 | $6,199-53.3% | $7,714-62.5% | $3,805-23.9% |
| Admin fee / account holder | $68 | $166-58.8% | $12,427-99.5% | $158-56.8% |