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 | $13,380 |
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 | $30,060 | $86,332-65.2% | $125,175-76.0% | $65,185-53.9% |
| Participation rate | 98.5% | 75.3%+23.2pp | 79.8%+18.7pp | 70.2%+28.3pp |
| Annual return | 20.72% | 27.43%-6.7pp | 43.79%-23.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,833 | $2,040-10.1% | $3,865-52.6% | $2,177-15.8% |
| Participant deferral / active EE | $951 | $3,537-73.1% | $4,937-80.7% | $3,514-72.9% |
| Admin fee / account holder | $20 | $609-96.7% | $9,702-99.8% | $847-97.7% |