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 9-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 Service code 15 · EIN 04-1590850 | Recordkeeping | $1,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,943 | $42,548+50.3% | $74,550-14.2% | $56,287+13.6% |
| Participation rate | 45.3% | 60.5%-15.2pp | 69.1%-23.8pp | 69.9%-24.5pp |
| Annual return | 6.72% | 12.40%-5.7pp | 32.53%-25.8pp | -9.96%+16.7pp |
| Employer contribution / active EE | $423 | $855-50.5% | $1,961-78.4% | $2,111-80.0% |
| Participant deferral / active EE | $2,216 | $2,277-2.7% | $3,108-28.7% | $3,350-33.8% |
| Admin fee / account holder | $14 | $467-97.0% | $5,060-99.7% | $521-97.3% |