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 | $1,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,922 | $25,723-45.9% | $69,182-79.9% | $55,167-74.8% |
| Participation rate | 62.0% | 39.4%+22.5pp | 55.1%+6.9pp | 69.0%-7.0pp |
| Annual return | 8.53% | 9.56%-1.0pp | -21.93%+30.5pp | 169.23%-160.7pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $725 | $963-24.8% | $1,897-61.8% | $3,054-76.3% |
| Admin fee / account holder | $12 | $365-96.7% | $2,697-99.6% | $504-97.6% |