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: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $2,459 |
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 | $18,145 | $46,732-61.2% | $156,549-88.4% | $55,167-67.1% |
| Participation rate | 99.3% | 65.8%+33.5pp | 84.0%+15.2pp | 69.0%+30.3pp |
| Annual return | 6.93% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,074 | $2,105-49.0% | $5,501-80.5% | $1,963-45.3% |
| Participant deferral / active EE | $2,533 | $2,204+14.9% | $4,871-48.0% | $3,054-17.1% |
| Admin fee / account holder | $14 | $418-96.7% | $13,027-99.9% | $504-97.3% |