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 | $4,534 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,294 | $35,986-46.4% | $77,482-75.1% | $73,488-73.7% |
| Participation rate | 33.6% | 40.8%-7.2pp | 54.2%-20.5pp | 70.7%-37.0pp |
| Annual return | 8.01% | 19.26%-11.2pp | 54.79%-46.8pp | 28.51%-20.5pp |
| Employer contribution / active EE | $641 | $557+15.0% | $986-35.0% | $2,270-71.8% |
| Participant deferral / active EE | $850 | $1,198-29.0% | $1,861-54.3% | $3,740-77.3% |
| Admin fee / account holder | $21 | $466-95.6% | $2,858-99.3% | $513-96.0% |