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 INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $8,954 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $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.
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 | $0 | $37,196-100.0% | $154,107-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 64.1%-64.1pp | 83.0%-83.0pp | 70.9%-70.9pp |
| Annual return | -7.15% | 1319.68%-1326.8pp | 735.12%-742.3pp | 244.93%-252.1pp |
| Employer contribution / active EE | $602 | $1,614-62.7% | $5,298-88.6% | $2,078-71.0% |
| Participant deferral / active EE | $1,173 | $2,068-43.3% | $5,081-76.9% | $3,356-65.0% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |