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 | $2,021 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,382 | $80,177-73.3% | $123,892-82.7% | $57,658-62.9% |
| Participation rate | 71.7% | 74.4%-2.7pp | 81.4%-9.7pp | 70.2%+1.5pp |
| Annual return | 78.36% | 17.90%+60.5pp | 47.52%+30.8pp | 5.13%+73.2pp |
| Employer contribution / active EE | $3,061 | $2,913+5.1% | $4,617-33.7% | $1,974+55.1% |
| Participant deferral / active EE | $6,231 | $5,130+21.5% | $5,984+4.1% | $3,061+103.6% |
| Admin fee / account holder | $7 | $106-93.1% | $8,357-99.9% | $95-92.3% |