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 INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $31,198 | $44,425-29.8% | $67,834-54.0% | $55,167-43.4% |
| Participation rate | 38.8% | 59.7%-20.9pp | 68.8%-30.0pp | 69.0%-30.2pp |
| Annual return | 7.03% | 17.80%-10.8pp | 138.47%-131.4pp | 169.23%-162.2pp |
| Employer contribution / active EE | $231 | $1,351-82.9% | $2,403-90.4% | $1,963-88.2% |
| Participant deferral / active EE | $651 | $2,166-70.0% | $3,160-79.4% | $3,054-78.7% |
| Admin fee / account holder | $5 | $530-99.0% | $4,622-99.9% | $504-99.0% |