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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $264 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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 | $20,473 | $46,732-56.2% | $156,549-86.9% | $55,167-62.9% |
| Participation rate | 53.9% | 65.8%-11.9pp | 84.0%-30.1pp | 69.0%-15.1pp |
| Annual return | 9.17% | 17.72%-8.6pp | 32.23%-23.1pp | 169.23%-160.1pp |
| Employer contribution / active EE | $686 | $2,105-67.4% | $5,501-87.5% | $1,963-65.1% |
| Participant deferral / active EE | $1,323 | $2,204-40.0% | $4,871-72.8% | $3,054-56.7% |
| Admin fee / account holder | $23 | $418-94.5% | $13,027-99.8% | $504-95.4% |