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: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,407 | $50,385-29.7% | $75,670-53.2% | $62,292-43.2% |
| Participation rate | 67.6% | 67.7%-0.1pp | 72.3%-4.8pp | 69.5%-1.9pp |
| Annual return | 16.22% | 19.90%-3.7pp | 27.34%-11.1pp | 28.90%-12.7pp |
| Employer contribution / active EE | $934 | $1,537-39.3% | $2,352-60.3% | $2,042-54.3% |
| Participant deferral / active EE | $1,441 | $2,445-41.1% | $3,142-54.1% | $3,169-54.5% |
| Admin fee / account holder | $44 | $384-88.5% | $5,800-99.2% | $479-90.8% |