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 | $699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,349 | $78,422-43.4% | $95,952-53.8% | $79,858-44.5% |
| Participation rate | 26.4% | 73.5%-47.0pp | 77.1%-50.6pp | 69.6%-43.2pp |
| Annual return | 20.11% | 19.37%+0.7pp | 91.61%-71.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $974 | $1,945-49.9% | $2,541-61.7% | $2,471-60.6% |
| Participant deferral / active EE | $1,327 | $3,440-61.4% | $4,167-68.1% | $3,740-64.5% |
| Admin fee / account holder | $96 | $5,622-98.3% | $6,795-98.6% | $5,306-98.2% |