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 | $72,402 |
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 | $15,695 | $41,647-62.3% | $96,139-83.7% | $86,799-81.9% |
| Participation rate | 40.2% | 50.2%-10.0pp | 68.4%-28.3pp | 72.3%-32.1pp |
| Annual return | 13.63% | 27.24%-13.6pp | 191.94%-178.3pp | 97.91%-84.3pp |
| Employer contribution / active EE | $1,423 | $1,318+8.0% | $2,797-49.1% | $2,405-40.8% |
| Participant deferral / active EE | $2,779 | $2,412+15.2% | $4,349-36.1% | $4,131-32.7% |
| Admin fee / account holder | $144 | $169-15.0% | $5,537-97.4% | $170-15.1% |