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 | Recordkeeping | $2,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,976 | $55,453-40.5% | $170,442-80.7% | $62,292-47.1% |
| Participation rate | 54.1% | 66.4%-12.3pp | 83.6%-29.5pp | 69.5%-15.5pp |
| Annual return | 15.08% | 21.38%-6.3pp | 205.93%-190.9pp | 28.90%-13.8pp |
| Employer contribution / active EE | $351 | $2,164-83.8% | $5,433-93.5% | $2,042-82.8% |
| Participant deferral / active EE | $1,828 | $2,303-20.6% | $4,939-63.0% | $3,169-42.3% |
| Admin fee / account holder | $31 | $455-93.2% | $13,880-99.8% | $479-93.6% |