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 Service code 15 · EIN 04-1590850 | Recordkeeping | $886 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,720 | $75,183-47.2% | $123,892-67.9% | $55,167-28.0% |
| Participation rate | 41.1% | 72.8%-31.7pp | 81.4%-40.3pp | 69.0%-27.9pp |
| Annual return | 5.64% | 19.01%-13.4pp | 47.52%-41.9pp | 169.23%-163.6pp |
| Employer contribution / active EE | $1,628 | $2,823-42.3% | $4,617-64.7% | $1,963-17.0% |
| Participant deferral / active EE | $3,353 | $5,084-34.1% | $5,984-44.0% | $3,054+9.8% |
| Admin fee / account holder | $10 | $663-98.6% | $8,357-99.9% | $504-98.1% |