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 | $70 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $70,115 | $58,726+19.4% | $92,233-24.0% | $62,292+12.6% |
| Participation rate | 57.1% | 68.3%-11.2pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 13.72% | 43.62%-29.9pp | 176.28%-162.6pp | 28.90%-15.2pp |
| Employer contribution / active EE | $2,533 | $2,392+5.9% | $3,679-31.2% | $2,042+24.0% |
| Participant deferral / active EE | $6,563 | $2,766+137.3% | $3,897+68.4% | $3,169+107.1% |
| Admin fee / account holder | $1 | $556-99.9% | $5,194-100.0% | $479-99.9% |