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 | $6,919 |
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 | $23,334 | $50,637-53.9% | $86,590-73.1% | $62,292-62.5% |
| Participation rate | 66.7% | 67.9%-1.2pp | 73.5%-6.9pp | 69.5%-2.8pp |
| Annual return | 15.13% | 20.80%-5.7pp | 964.84%-949.7pp | 28.90%-13.8pp |
| Employer contribution / active EE | $551 | $2,075-73.5% | $2,839-80.6% | $2,042-73.0% |
| Participant deferral / active EE | $2,338 | $2,611-10.5% | $3,609-35.2% | $3,169-26.2% |
| Admin fee / account holder | $41 | $413-90.0% | $4,906-99.2% | $479-91.4% |