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 | $1,973 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,693 | $50,666+59.3% | $76,817+5.0% | $65,185+23.8% |
| Participation rate | 78.8% | 68.8%+10.0pp | 72.1%+6.8pp | 70.2%+8.6pp |
| Annual return | 21.40% | 28.51%-7.1pp | 1166.11%-1144.7pp | 29.38%-8.0pp |
| Employer contribution / active EE | $2,240 | $1,575+42.2% | $2,302-2.7% | $2,177+2.9% |
| Participant deferral / active EE | $6,312 | $2,647+138.5% | $3,336+89.2% | $3,514+79.6% |
| Admin fee / account holder | $16 | $463-96.5% | $6,420-99.7% | $847-98.1% |