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 | $120 |
LEGACY ASSET SECURITIES3+ 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 | $43,184 | $46,297-6.7% | $71,671-39.7% | $62,292-30.7% |
| Participation rate | 29.0% | 60.6%-31.7pp | 68.7%-39.8pp | 69.5%-40.5pp |
| Annual return | 13.06% | 22.32%-9.3pp | 20.65%-7.6pp | 28.90%-15.8pp |
| Employer contribution / active EE | $469 | $1,412-66.8% | $2,460-80.9% | $2,042-77.0% |
| Participant deferral / active EE | $916 | $2,235-59.0% | $3,438-73.4% | $3,169-71.1% |
| Admin fee / account holder | $2 | $461-99.5% | $5,558-100.0% | $479-99.5% |