See peer percentile detail. $4.99 for your first month.
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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 52 · EIN 04-1590850 LINE1 · NYC, NY 10010 | Indirect Investment Fees | $18,250 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS CORPORATION Service code 53 · EIN 41-1416330 LINE1 · NYC, NY 10010 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $48,313-100.0% | $73,307-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 68.6%-68.6pp | 74.9%-74.9pp | 68.1%-68.1pp |
| Annual return | 0.60% | 3.85%-3.2pp | 5.67%-5.1pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,273 | $1,661-23.4% | $3,237-60.7% | $1,882-32.3% |
| Participant deferral / active EE | $2,603 | $4,189-37.9% | $4,991-47.9% | $3,022-13.9% |
| Admin fee / account holder | $0 | $404-100.0% | $5,637-100.0% | $592-100.0% |