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 CO Service code 22 | Insurance Broker | $6,539 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $4,056 |
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).
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 | $47,103 | $72,277-34.8% | $101,248-53.5% | $79,858-41.0% |
| Participation rate | 52.1% | 68.5%-16.4pp | 75.8%-23.7pp | 69.6%-17.5pp |
| Annual return | 9.10% | 22.30%-13.2pp | 46.47%-37.4pp | 31.71%-22.6pp |
| Employer contribution / active EE | $713 | $2,692-73.5% | $3,660-80.5% | $2,471-71.2% |
| Participant deferral / active EE | $1,778 | $3,282-45.8% | $4,370-59.3% | $3,740-52.4% |
| Admin fee / account holder | $60 | $4,400-98.6% | $5,945-99.0% | $5,306-98.9% |