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 LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,680 | $42,548-39.6% | $74,550-65.6% | $56,287-54.4% |
| Participation rate | 39.5% | 60.5%-20.9pp | 69.1%-29.6pp | 69.9%-30.3pp |
| Annual return | -4.51% | 12.40%-16.9pp | 32.53%-37.0pp | -9.96%+5.4pp |
| Employer contribution / active EE | $266 | $855-68.9% | $1,961-86.4% | $2,111-87.4% |
| Participant deferral / active EE | $1,242 | $2,277-45.4% | $3,108-60.0% | $3,350-62.9% |
| Admin fee / account holder | $21 | $467-95.6% | $5,060-99.6% | $521-96.1% |