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 INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $160 |
LEGACY ASSET SECURITIES1+ years Service code 55 · EIN 76-0600529 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,863 | $46,745-25.4% | $60,547-42.4% | $52,331-33.4% |
| Participation rate | 31.0% | 58.6%-27.6pp | 68.0%-37.0pp | 68.1%-37.1pp |
| Annual return | 0.16% | 0.61%-0.4pp | 335.64%-335.5pp | 4.54%-4.4pp |
| Employer contribution / active EE | $547 | $1,259-56.5% | $2,419-77.4% | $1,882-70.9% |
| Participant deferral / active EE | $1,139 | $2,145-46.9% | $3,328-65.8% | $3,022-62.3% |
| Admin fee / account holder | $5 | $537-99.1% | $4,536-99.9% | $592-99.2% |