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 | $6,398 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,252 | $102,514-46.1% | $97,995-43.6% | $62,292-11.3% |
| Participation rate | 71.5% | 79.5%-8.0pp | 82.4%-10.9pp | 69.5%+2.0pp |
| Annual return | 18.26% | 32.43%-14.2pp | 23.94%-5.7pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,926 | $3,689-47.8% | $4,158-53.7% | $2,042-5.7% |
| Participant deferral / active EE | $3,831 | $5,308-27.8% | $5,097-24.8% | $3,169+20.9% |
| Admin fee / account holder | $40 | $378-89.3% | $5,943-99.3% | $479-91.6% |