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 | $1,100 |
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 | $27,076 | $54,320-50.2% | $67,652-60.0% | $52,331-48.3% |
| Participation rate | 77.4% | 73.6%+3.8pp | 75.7%+1.7pp | 68.1%+9.3pp |
| Annual return | -1.32% | 6.81%-8.1pp | 6625.04%-6626.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $797 | $1,544-48.4% | $2,266-64.8% | $1,882-57.6% |
| Participant deferral / active EE | $2,155 | $2,950-26.9% | $3,560-39.4% | $3,022-28.7% |
| Admin fee / account holder | $6 | $527-98.9% | $4,821-99.9% | $592-99.0% |