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 | $15,375 |
Service code 49 · EIN 36-3429599 | Other Services | $27 |
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 | $67,697 | $83,477-18.9% | $125,175-45.9% | $72,985-7.2% |
| Participation rate | 62.0% | 73.3%-11.3pp | 79.8%-17.8pp | 69.5%-7.5pp |
| Annual return | 19.54% | 25.78%-6.2pp | 43.79%-24.2pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,500 | $2,345+6.6% | $3,865-35.3% | $2,440+2.5% |
| Participant deferral / active EE | $5,699 | $3,585+58.9% | $4,937+15.4% | $3,607+58.0% |
| Admin fee / account holder | $131 | $5,517-97.6% | $9,702-98.6% | $5,124-97.4% |