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 | $890 |
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGCY INC Service code 23 · EIN 13-2896238 | Other commissions; Insurance services | $0 |
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 | $30,085 | $81,474-63.1% | $133,956-77.5% | $73,488-59.1% |
| Participation rate | 99.3% | 76.4%+23.0pp | 79.8%+19.5pp | 70.7%+28.6pp |
| Annual return | 12.97% | 19.40%-6.4pp | 45.09%-32.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,955 | $2,209-11.5% | $3,919-50.1% | $2,270-13.9% |
| Participant deferral / active EE | $1,007 | $3,786-73.4% | $5,048-80.0% | $3,740-73.1% |
| Admin fee / account holder | $10 | $713-98.5% | $8,927-99.9% | $513-98.0% |