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 | $7,241 |
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 | $37,494 | $64,909-42.2% | $82,313-54.4% | $62,292-39.8% |
| Participation rate | 61.0% | 74.9%-13.9pp | 76.9%-15.9pp | 69.5%-8.5pp |
| Annual return | 15.55% | 21.18%-5.6pp | 25.88%-10.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $581 | $1,676-65.4% | $2,428-76.1% | $2,042-71.6% |
| Participant deferral / active EE | $1,746 | $3,103-43.8% | $3,706-52.9% | $3,169-44.9% |
| Admin fee / account holder | $41 | $440-90.6% | $5,608-99.3% | $479-91.4% |