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 | $131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,751 | $46,732-44.9% | $156,549-83.6% | $55,167-53.3% |
| Participation rate | 36.0% | 65.8%-29.8pp | 84.0%-48.0pp | 69.0%-33.0pp |
| Annual return | 31.76% | 17.72%+14.0pp | 32.23%-0.5pp | 169.23%-137.5pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,239 | $2,204+1.6% | $4,871-54.0% | $3,054-26.7% |
| Admin fee / account holder | $4 | $418-99.1% | $13,027-100.0% | $504-99.3% |