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 | $2,099 |
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 | $31,972 | $49,138-34.9% | $84,015-61.9% | $65,185-51.0% |
| Participation rate | 37.7% | 60.7%-23.0pp | 69.0%-31.3pp | 70.2%-32.5pp |
| Annual return | 22.30% | 23.00%-0.7pp | 71.31%-49.0pp | 29.38%-7.1pp |
| Employer contribution / active EE | $246 | $914-73.1% | $1,983-87.6% | $2,177-88.7% |
| Participant deferral / active EE | $1,193 | $2,397-50.2% | $3,239-63.2% | $3,514-66.0% |
| Admin fee / account holder | $36 | $543-93.3% | $6,101-99.4% | $847-95.7% |