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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $2,914 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,312 | $31,679-42.2% | $74,701-75.5% | $65,185-71.9% |
| Participation rate | 26.7% | 40.4%-13.6pp | 54.5%-27.7pp | 70.2%-43.5pp |
| Annual return | 15.10% | 39.04%-23.9pp | 752.92%-737.8pp | 29.38%-14.3pp |
| Employer contribution / active EE | $492 | $566-13.1% | $1,084-54.6% | $2,177-77.4% |
| Participant deferral / active EE | $638 | $1,191-46.4% | $1,964-67.5% | $3,514-81.9% |
| Admin fee / account holder | $103 | $379-72.7% | $3,333-96.9% | $847-87.8% |