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 | $0 |
Service code 99 · EIN 14-1836262 376 ALBANY SHAKER ROAD · ALBANY, NY 12211 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,658 | $51,244-65.5% | $80,975-78.2% | $55,167-68.0% |
| Participation rate | 86.8% | 71.7%+15.1pp | 75.8%+11.0pp | 69.0%+17.8pp |
| Annual return | 12.11% | 17.39%-5.3pp | 17.10%-5.0pp | 169.23%-157.1pp |
| Employer contribution / active EE | $3,669 | $1,770+107.3% | $3,714-1.2% | $1,963+86.9% |
| Participant deferral / active EE | $5,837 | $4,418+32.1% | $5,696+2.5% | $3,054+91.1% |
| Admin fee / account holder | $10 | $398-97.4% | $5,516-99.8% | $504-97.9% |