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 | $22,111 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,936 | $70,002+25.6% | $115,037-23.6% | $52,331+68.0% |
| Participation rate | 91.5% | 72.1%+19.4pp | 81.4%+10.1pp | 68.1%+23.4pp |
| Annual return | -1.63% | 4.04%-5.7pp | 26.14%-27.8pp | 4.54%-6.2pp |
| Employer contribution / active EE | $5,590 | $2,715+105.9% | $4,608+21.3% | $1,882+197.1% |
| Participant deferral / active EE | $7,084 | $4,920+44.0% | $6,026+17.5% | $3,022+134.4% |
| Admin fee / account holder | $103 | $566-81.7% | $8,175-98.7% | $592-82.5% |