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 | $3,735 |
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 | $116,254 | $63,299+83.7% | $91,001+27.8% | $62,292+86.6% |
| Participation rate | 92.6% | 73.3%+19.3pp | 75.6%+17.0pp | 69.5%+23.1pp |
| Annual return | 18.63% | 20.99%-2.4pp | 4.60%+14.0pp | 28.90%-10.3pp |
| Employer contribution / active EE | $4,233 | $1,807+134.3% | $2,456+72.4% | $2,042+107.3% |
| Participant deferral / active EE | $5,205 | $2,943+76.9% | $3,547+46.7% | $3,169+64.3% |
| Admin fee / account holder | $23 | $468-95.2% | $5,417-99.6% | $479-95.3% |