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 | $1,614 |
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 | $25,458 | $52,953-51.9% | $172,739-85.3% | $65,185-60.9% |
| Participation rate | 75.2% | 66.2%+9.1pp | 82.6%-7.4pp | 70.2%+5.0pp |
| Annual return | 21.63% | 30.12%-8.5pp | 802.84%-781.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $608 | $2,190-72.2% | $5,143-88.2% | $2,177-72.1% |
| Participant deferral / active EE | $1,745 | $2,471-29.4% | $5,198-66.4% | $3,514-50.3% |
| Admin fee / account holder | $56 | $472-88.1% | $13,954-99.6% | $847-93.4% |