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 | $1,957 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $85,331 | $64,909+31.5% | $82,313+3.7% | $62,292+37.0% |
| Participation rate | 71.2% | 74.9%-3.7pp | 76.9%-5.7pp | 69.5%+1.6pp |
| Annual return | 26.60% | 21.18%+5.4pp | 25.88%+0.7pp | 28.90%-2.3pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,871 | $3,103+89.2% | $3,706+58.4% | $3,169+85.3% |
| Admin fee / account holder | $18 | $440-95.8% | $5,608-99.7% | $479-96.2% |