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 INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,553 | $44,989-72.1% | $170,442-92.6% | $77,958-83.9% |
| Participation rate | 22.1% | 64.6%-42.5pp | 83.6%-61.5pp | 71.6%-49.5pp |
| Annual return | 15.77% | 19.61%-3.8pp | 205.93%-190.2pp | 20.87%-5.1pp |
| Employer contribution / active EE | $458 | $1,466-68.8% | $5,433-91.6% | $2,310-80.2% |
| Participant deferral / active EE | $698 | $2,208-68.4% | $4,939-85.9% | $3,537-80.3% |
| Admin fee / account holder | $15 | $69-77.9% | $13,880-99.9% | $97-84.3% |