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 7-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 | $4,875 |
Service code 49 · EIN 36-3429599 | Other Services | $22 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,256 | $72,404-22.3% | $110,238-49.0% | $64,186-12.4% |
| Participation rate | 74.1% | 73.3%+0.7pp | 79.8%-5.7pp | 69.6%+4.5pp |
| Annual return | -3.35% | -6.29%+2.9pp | 314.74%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,904 | $3,469+70.2% | $4,672+26.4% | $3,470+70.2% |
| Admin fee / account holder | $25 | $5,664-99.6% | $8,547-99.7% | $4,888-99.5% |