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 | $450 |
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.
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 | $26,728 | $56,897-53.0% | $84,750-68.5% | $62,891-57.5% |
| Participation rate | 20.0% | 68.5%-48.5pp | 76.6%-56.6pp | 69.3%-49.3pp |
| Annual return | 3.80% | 6.30%-2.5pp | 22.78%-19.0pp | 20.14%-16.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,153 | $2,709-57.5% | $3,712-68.9% | $3,203-64.0% |
| Admin fee / account holder | $85 | $3,581-97.6% | $5,332-98.4% | $4,296-98.0% |