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 04-1590850 | Recordkeeping | $542 |
Service code 37 · EIN 27-3853858 | Loan Processing | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,381 | $43,504-37.1% | $68,793-60.2% | $56,287-51.4% |
| Participation rate | 65.3% | 67.8%-2.6pp | 72.2%-7.0pp | 69.9%-4.6pp |
| Annual return | -4.06% | -3.15%-0.9pp | -4.63%+0.6pp | -9.96%+5.9pp |
| Employer contribution / active EE | $2,410 | $1,525+58.0% | $2,625-8.2% | $2,111+14.2% |
| Participant deferral / active EE | $3,079 | $2,509+22.7% | $3,311-7.0% | $3,350-8.1% |
| Admin fee / account holder | $10 | $515-98.1% | $5,131-99.8% | $521-98.1% |