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 |
|---|---|---|
Service code 13 · EIN 27-0293282 | Contract Administrator | $626 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $130 |
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 | $43,830 | $58,726-25.4% | $92,233-52.5% | $62,292-29.6% |
| Participation rate | 29.2% | 68.3%-39.2pp | 76.5%-47.3pp | 69.5%-40.3pp |
| Annual return | 7.91% | 43.62%-35.7pp | 176.28%-168.4pp | 28.90%-21.0pp |
| Employer contribution / active EE | $684 | $2,392-71.4% | $3,679-81.4% | $2,042-66.5% |
| Participant deferral / active EE | $1,375 | $2,766-50.3% | $3,897-64.7% | $3,169-56.6% |
| Admin fee / account holder | $12 | $556-97.8% | $5,194-99.8% | $479-97.5% |