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 15 · EIN 04-1590850 | Recordkeeping | $5,977 |
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 | $38,083 | $55,449-31.3% | $83,848-54.6% | $56,287-32.3% |
| Participation rate | 89.2% | 68.0%+21.2pp | 76.1%+13.1pp | 69.9%+19.4pp |
| Annual return | -1.62% | -1.38%-0.2pp | 850.88%-852.5pp | -9.96%+8.3pp |
| Employer contribution / active EE | $950 | $2,430-60.9% | $3,631-73.8% | $2,111-55.0% |
| Participant deferral / active EE | $3,534 | $2,935+20.4% | $4,082-13.4% | $3,350+5.5% |
| Admin fee / account holder | $44 | $656-93.3% | $5,478-99.2% | $521-91.6% |