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 | $915 |
Service code 49 · EIN 36-3429599 | Other Services | $22 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,017 | $72,404-24.0% | $110,238-50.1% | $64,186-14.3% |
| Participation rate | 64.8% | 73.3%-8.5pp | 79.8%-15.0pp | 69.6%-4.8pp |
| Annual return | -7.03% | -6.29%-0.7pp | 314.74%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,496 | $2,282+9.4% | $3,826-34.8% | $2,381+4.8% |
| Participant deferral / active EE | $5,347 | $3,469+54.1% | $4,672+14.4% | $3,470+54.1% |
| Admin fee / account holder | $8 | $5,664-99.9% | $8,547-99.9% | $4,888-99.8% |