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 | $550 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,890 | $55,449-38.9% | $83,848-59.6% | $56,287-39.8% |
| Participation rate | 31.8% | 68.0%-36.2pp | 76.1%-44.4pp | 69.9%-38.1pp |
| Annual return | -6.19% | -1.38%-4.8pp | 850.88%-857.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $725 | $2,430-70.2% | $3,631-80.0% | $2,111-65.6% |
| Participant deferral / active EE | $1,314 | $2,935-55.2% | $4,082-67.8% | $3,350-60.8% |
| Admin fee / account holder | $12 | $656-98.1% | $5,478-99.8% | $521-97.7% |