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 COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $860 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,688 | $66,302-64.3% | $110,238-78.5% | $56,287-57.9% |
| Participation rate | 98.4% | 74.9%+23.5pp | 79.8%+18.6pp | 69.9%+28.6pp |
| Annual return | 3.10% | -1.18%+4.3pp | 314.74%-311.6pp | -9.96%+13.1pp |
| Employer contribution / active EE | $1,487 | $2,047-27.4% | $3,826-61.1% | $2,111-29.6% |
| Participant deferral / active EE | $921 | $3,381-72.8% | $4,672-80.3% | $3,350-72.5% |
| Admin fee / account holder | $11 | $698-98.4% | $8,547-99.9% | $521-97.8% |