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 Service code 15 · EIN 04-1590850 | Recordkeeping | $1,008 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,736 | $55,002-58.7% | $59,878-62.0% | $56,287-59.6% |
| Participation rate | 43.3% | 75.9%-32.6pp | 74.7%-31.4pp | 69.9%-26.6pp |
| Annual return | -2.25% | 1.13%-3.4pp | 3.46%-5.7pp | -9.96%+7.7pp |
| Employer contribution / active EE | $315 | $2,448-87.1% | $2,722-88.4% | $2,111-85.1% |
| Participant deferral / active EE | $1,840 | $3,121-41.1% | $3,402-45.9% | $3,350-45.1% |
| Admin fee / account holder | $8 | $236-96.6% | $3,590-99.8% | $521-98.5% |