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: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $733 |
Service code 49 · EIN 61-1732930 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY INS SVCS INC Service code 22 · EIN 51-0116113 | Insurance Broker | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310844 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,667 | $59,186-5.9% | $76,768-27.5% | $56,287-1.1% |
| Participation rate | 46.5% | 75.2%-28.7pp | 77.0%-30.5pp | 69.9%-23.4pp |
| Annual return | -2.45% | 6.62%-9.1pp | 2.43%-4.9pp | -9.96%+7.5pp |
| Employer contribution / active EE | $149 | $1,759-91.5% | $2,485-94.0% | $2,111-92.9% |
| Participant deferral / active EE | $880 | $3,255-72.9% | $3,852-77.1% | $3,350-73.7% |
| Admin fee / account holder | $13 | $489-97.4% | $6,675-99.8% | $521-97.6% |