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 Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,528 | $39,819-61.0% | $67,834-77.1% | $57,658-73.1% |
| Participation rate | 31.8% | 61.2%-29.4pp | 68.8%-37.0pp | 70.2%-38.4pp |
| Annual return | 6.54% | 9.19%-2.7pp | 138.47%-131.9pp | 5.13%+1.4pp |
| Employer contribution / active EE | $309 | $1,277-75.8% | $2,403-87.2% | $1,974-84.4% |
| Participant deferral / active EE | $523 | $2,209-76.3% | $3,160-83.5% | $3,061-82.9% |
| Admin fee / account holder | $7 | $84-91.4% | $4,622-99.8% | $95-92.4% |