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 INSRUANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,080 |
Filed as: MASSMUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,080 |
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 | $30,420 | $44,221-31.2% | $121,196-74.9% | $56,287-46.0% |
| Participation rate | 65.6% | 61.1%+4.5pp | 71.7%-6.1pp | 69.9%-4.3pp |
| Annual return | 9.46% | -3.58%+13.0pp | 16.93%-7.5pp | -9.96%+19.4pp |
| Employer contribution / active EE | $1,083 | $1,480-26.8% | $4,022-73.1% | $2,111-48.7% |
| Participant deferral / active EE | $1,617 | $2,521-35.9% | $3,344-51.6% | $3,350-51.7% |
| Admin fee / account holder | $36 | $480-92.5% | $5,019-99.3% | $521-93.1% |