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 | $23,600 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $158 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,576 | $39,245-55.2% | $64,105-72.6% | $52,331-66.4% |
| Participation rate | 88.3% | 58.2%+30.0pp | 68.2%+20.1pp | 68.1%+20.2pp |
| Annual return | 0.84% | 14.79%-13.9pp | 791.24%-790.4pp | 4.54%-3.7pp |
| Employer contribution / active EE | $472 | $736-35.9% | $1,820-74.1% | $1,882-74.9% |
| Participant deferral / active EE | $2,242 | $1,992+12.6% | $2,822-20.5% | $3,022-25.8% |
| Admin fee / account holder | $3 | $592-99.6% | $4,499-99.9% | $592-99.6% |