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 INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $332 |
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 | $23,514 | $46,732-49.7% | $156,549-85.0% | $55,167-57.4% |
| Participation rate | 41.4% | 65.8%-24.4pp | 84.0%-42.6pp | 69.0%-27.6pp |
| Annual return | 4.62% | 17.72%-13.1pp | 32.23%-27.6pp | 169.23%-164.6pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $510 | $2,204-76.9% | $4,871-89.5% | $3,054-83.3% |
| Admin fee / account holder | $12 | $418-97.2% | $13,027-99.9% | $504-97.7% |