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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 06-1590850 | Recordkeeping | $4,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,725 | $55,453-59.0% | $170,442-86.7% | $62,292-63.5% |
| Participation rate | 11.5% | 66.4%-54.9pp | 83.6%-72.1pp | 69.5%-58.1pp |
| Annual return | 31.76% | 21.38%+10.4pp | 205.93%-174.2pp | 28.90%+2.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,123 | $2,303-51.2% | $4,939-77.3% | $3,169-64.6% |
| Admin fee / account holder | $54 | $455-88.1% | $13,880-99.6% | $479-88.7% |