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 | $2,534 |
Service code 99 · EIN 14-1836262 376 ALBANY SHAKER ROAD · ALBANY, NY 12211 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,642 | $64,348-61.7% | $90,160-72.7% | $70,131-64.9% |
| Participation rate | 69.4% | 70.4%-1.0pp | 76.9%-7.4pp | 69.5%-0.1pp |
| Annual return | 20.95% | 28.13%-7.2pp | 34.88%-13.9pp | 73.14%-52.2pp |
| Employer contribution / active EE | $3,464 | $2,046+69.3% | $3,318+4.4% | $2,342+47.9% |
| Participant deferral / active EE | $6,181 | $4,389+40.8% | $5,288+16.9% | $3,332+85.5% |
| Admin fee / account holder | $23 | $3,944-99.4% | $5,943-99.6% | $4,645-99.5% |