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 Service code 15 · EIN 04-1590850 | Recordkeeping | $328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $15,581 | $73,981-78.9% | $105,722-85.3% | $62,891-75.2% |
| Participation rate | 54.4% | 71.7%-17.3pp | 78.9%-24.5pp | 69.3%-14.9pp |
| Annual return | 1.70% | 17.60%-15.9pp | 12.25%-10.5pp | 20.14%-18.4pp |
| Employer contribution / active EE | $1,115 | $2,856-61.0% | $4,079-72.7% | $2,281-51.1% |
| Participant deferral / active EE | $1,374 | $4,038-66.0% | $5,326-74.2% | $3,203-57.1% |
| Admin fee / account holder | $3 | $5,976-99.9% | $8,308-100.0% | $4,296-99.9% |