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 COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,994 | $28,109+3.1% | $71,086-59.2% | $56,287-48.5% |
| Participation rate | 6.6% | 40.4%-33.8pp | 54.7%-48.1pp | 69.9%-63.3pp |
| Annual return | -4.54% | -615.05%+610.5pp | 650.59%-655.1pp | -9.96%+5.4pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $121 | $1,116-89.2% | $1,874-93.6% | $3,350-96.4% |
| Admin fee / account holder | $22 | $585-96.2% | $3,082-99.3% | $521-95.7% |