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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $19,981 | $65,118-69.3% | $76,768-74.0% | $55,725-64.1% |
| Participation rate | 38.4% | 79.6%-41.2pp | 77.0%-38.6pp | 70.9%-32.5pp |
| Annual return | 1.16% | -1.27%+2.4pp | 2.43%-1.3pp | 244.93%-243.8pp |
| Employer contribution / active EE | $992 | $1,941-48.9% | $2,485-60.1% | $2,078-52.2% |
| Participant deferral / active EE | $1,560 | $3,688-57.7% | $3,852-59.5% | $3,356-53.5% |
| Admin fee / account holder | $110 | $116-4.8% | $6,675-98.3% | $115-4.3% |