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 49 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Services | $37,397 |
SENTINEL PENSION ADVISORS2 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $22,509 |
Filed as: SENTINEL BENEFITS AND FINANCIAL Service code 15 · EIN 04-3015875 | Recordkeeping | $7,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,593 | $35,986+32.3% | $77,482-38.6% | $73,488-35.2% |
| Participation rate | 36.3% | 40.8%-4.6pp | 54.2%-17.9pp | 70.7%-34.4pp |
| Annual return | 7.71% | 19.26%-11.5pp | 54.79%-47.1pp | 28.51%-20.8pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,041 | $1,198-13.1% | $1,861-44.1% | $3,740-72.2% |
| Admin fee / account holder | $465 | $466-0.1% | $2,858-83.7% | $513-9.3% |