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 | $1,220 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,010 | $72,404-72.4% | $110,238-81.8% | $64,186-68.8% |
| Participation rate | 80.2% | 73.3%+6.9pp | 79.8%+0.4pp | 69.6%+10.6pp |
| Annual return | -6.50% | -6.29%-0.2pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $268 | $2,282-88.3% | $3,826-93.0% | $2,381-88.7% |
| Participant deferral / active EE | $3,533 | $3,469+1.8% | $4,672-24.4% | $3,470+1.8% |
| Admin fee / account holder | $7 | $5,664-99.9% | $8,547-99.9% | $4,888-99.8% |