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 | $374 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,626 | $35,986-20.5% | $77,482-63.1% | $73,488-61.0% |
| Participation rate | 12.1% | 40.8%-28.8pp | 54.2%-42.1pp | 70.7%-58.6pp |
| Annual return | 20.35% | 19.26%+1.1pp | 54.79%-34.4pp | 28.51%-8.2pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $164 | $1,198-86.3% | $1,861-91.2% | $3,740-95.6% |
| Admin fee / account holder | $29 | $466-93.8% | $2,858-99.0% | $513-94.4% |