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 LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $8,434 |
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 | $0 | $63,299-100.0% | $91,001-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 75.6%-75.6pp | 69.5%-69.5pp |
| Annual return | 14.96% | 20.99%-6.0pp | 4.60%+10.4pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,328 | $1,807-26.5% | $2,456-45.9% | $2,042-35.0% |
| Participant deferral / active EE | $2,696 | $2,943-8.4% | $3,547-24.0% | $3,169-14.9% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |