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: MASSMUTAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $4,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,352 | $42,546-63.9% | $71,796-78.6% | $55,167-72.2% |
| Participation rate | 30.1% | 59.1%-29.1pp | 69.1%-39.1pp | 69.0%-38.9pp |
| Annual return | 5.71% | 12.36%-6.6pp | 78.04%-72.3pp | 169.23%-163.5pp |
| Employer contribution / active EE | $226 | $803-71.9% | $1,924-88.3% | $1,963-88.5% |
| Participant deferral / active EE | $522 | $2,064-74.7% | $2,794-81.3% | $3,054-82.9% |
| Admin fee / account holder | $65 | $650-90.0% | $4,815-98.6% | $504-87.1% |