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 15 · EIN 04-1590850 | Recordkeeping | $1,018 |
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.
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 | $17,982 | $22,715-20.8% | $73,545-75.5% | - |
| Participation rate | 39.4% | 40.6%-1.2pp | 54.9%-15.5pp | - |
| Annual return | 8.10% | -6.79%+14.9pp | -15.16%+23.3pp | - |
| Employer contribution / active EE | $353 | $343+3.0% | $1,219-71.0% | - |
| Participant deferral / active EE | $943 | $761+23.9% | $1,806-47.8% | - |
| Admin fee / account holder | $18 | $1,186-98.5% | $2,320-99.2% | - |