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 | $1,810 |
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 | $34,585 | $48,064-28.0% | $78,778-56.1% | $69,631-50.3% |
| Participation rate | 27.4% | 61.6%-34.1pp | 69.2%-41.8pp | 70.7%-43.3pp |
| Annual return | 15.46% | 21.81%-6.3pp | 35.62%-20.2pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $51 | $744-93.1% | $1,986-97.4% | $2,032-97.5% |
| Participant deferral / active EE | $1,339 | $2,079-35.6% | $2,958-54.8% | $3,224-58.5% |
| Admin fee / account holder | $6 | $152-95.9% | $5,134-99.9% | $110-94.3% |