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 | $20,700 |
Service code 49 · EIN 36-3429599 | Other Services | $26 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,437 | $39,948-66.4% | $89,391-85.0% | $73,409-81.7% |
| Participation rate | 35.3% | 50.4%-15.1pp | 68.0%-32.7pp | 72.2%-36.9pp |
| Annual return | 34.67% | 50.12%-15.5pp | 245.62%-210.9pp | 59.29%-24.6pp |
| Employer contribution / active EE | $790 | $1,200-34.2% | $2,586-69.4% | $2,234-64.6% |
| Participant deferral / active EE | $1,420 | $2,193-35.2% | $3,890-63.5% | $3,805-62.7% |
| Admin fee / account holder | $153 | $134+13.9% | $4,881-96.9% | $158-3.1% |