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 15 · EIN 04-1590850 | Recordkeeping | $2,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,545 | $37,044-17.5% | $71,796-57.5% | $57,658-47.0% |
| Participation rate | 29.4% | 61.1%-31.7pp | 69.1%-39.7pp | 70.2%-40.8pp |
| Annual return | 6.04% | 12.64%-6.6pp | 78.04%-72.0pp | 5.13%+0.9pp |
| Employer contribution / active EE | $30 | $720-95.8% | $1,924-98.4% | $1,974-98.5% |
| Participant deferral / active EE | $1,505 | $1,974-23.8% | $2,794-46.2% | $3,061-50.8% |
| Admin fee / account holder | $10 | $101-90.1% | $4,815-99.8% | $95-89.4% |