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: MASSACHUSETTES MUTUAL LIFE INS. Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $13,186 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $25,311 | $46,173-45.2% | $170,442-85.2% | $69,631-63.7% |
| Participation rate | 32.1% | 63.9%-31.8pp | 83.6%-51.5pp | 70.7%-38.6pp |
| Annual return | 9.95% | 21.62%-11.7pp | 205.93%-196.0pp | 27571.02%-27561.1pp |
| Employer contribution / active EE | $311 | $1,610-80.7% | $5,433-94.3% | $2,032-84.7% |
| Participant deferral / active EE | $1,059 | $2,080-49.1% | $4,939-78.6% | $3,224-67.2% |
| Admin fee / account holder | $106 | $116-8.6% | $13,880-99.2% | $110-4.0% |