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 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $18,491 |
Service code 13 · EIN 74-5533381 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,430 | $58,726-75.4% | $92,233-84.4% | $62,292-76.8% |
| Participation rate | 57.6% | 68.3%-10.8pp | 76.5%-18.9pp | 69.5%-11.9pp |
| Annual return | 19.99% | 43.62%-23.6pp | 176.28%-156.3pp | 28.90%-8.9pp |
| Employer contribution / active EE | $282 | $2,392-88.2% | $3,679-92.3% | $2,042-86.2% |
| Participant deferral / active EE | $1,552 | $2,766-43.9% | $3,897-60.2% | $3,169-51.0% |
| Admin fee / account holder | $123 | $556-77.9% | $5,194-97.6% | $479-74.3% |