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 | $2,466 |
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).
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 | $60,887 | $49,138+23.9% | $84,015-27.5% | $65,185-6.6% |
| Participation rate | 40.8% | 60.7%-20.0pp | 69.0%-28.2pp | 70.2%-29.4pp |
| Annual return | 4.45% | 23.00%-18.5pp | 71.31%-66.9pp | 29.38%-24.9pp |
| Employer contribution / active EE | $372 | $914-59.3% | $1,983-81.3% | $2,177-82.9% |
| Participant deferral / active EE | $1,999 | $2,397-16.6% | $3,239-38.3% | $3,514-43.1% |
| Admin fee / account holder | $33 | $543-94.0% | $6,101-99.5% | $847-96.1% |