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 64 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping Fees | $34,465 |
SENTINEL PENSION ADVISORS5 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $21,468 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,336 | $27,839+109.6% | $58,482-0.2% | $71,457-18.4% |
| Participation rate | 25.1% | 34.5%-9.4pp | 50.9%-25.8pp | 67.9%-42.8pp |
| Annual return | 16.44% | 26.81%-10.4pp | 4239.32%-4222.9pp | 28.85%-12.4pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,587 | $1,206+31.5% | $1,924-17.5% | $4,289-63.0% |
| Admin fee / account holder | $290 | $1,641-82.3% | $2,516-88.5% | $1,587-81.7% |