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 | $1,502 |
NYHART2 years Service code 14 · EIN 35-0966414 | Plan Administrator | $1,068 |
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 | $91,035 | $47,977+89.7% | $154,107-40.9% | $56,287+61.7% |
| Participation rate | 67.9% | 66.2%+1.7pp | 83.0%-15.2pp | 69.9%-2.0pp |
| Annual return | -6.05% | 3.54%-9.6pp | 735.12%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,848 | $2,169-14.8% | $5,298-65.1% | $2,111-12.5% |
| Participant deferral / active EE | $3,615 | $2,392+51.1% | $5,081-28.9% | $3,350+7.9% |
| Admin fee / account holder | $286 | $438-34.6% | $13,411-97.9% | $521-45.0% |