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 9-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 | $5,248 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,974 | $52,639-77.3% | $185,117-93.5% | $62,292-80.8% |
| Participation rate | 94.3% | 63.9%+30.4pp | 77.3%+17.0pp | 69.5%+24.8pp |
| Annual return | 15.88% | 19.57%-3.7pp | 40.50%-24.6pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,273 | $1,483-14.2% | $4,182-69.6% | $2,042-37.7% |
| Participant deferral / active EE | $1,699 | $3,097-45.1% | $5,045-66.3% | $3,169-46.4% |
| Admin fee / account holder | $33 | $374-91.2% | $8,159-99.6% | $479-93.1% |