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 | $3,581 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,653 | $55,453-53.7% | $170,442-84.9% | $62,292-58.8% |
| Participation rate | 73.3% | 66.4%+7.0pp | 83.6%-10.3pp | 69.5%+3.8pp |
| Annual return | 32.11% | 21.38%+10.7pp | 205.93%-173.8pp | 28.90%+3.2pp |
| Employer contribution / active EE | $677 | $2,164-68.7% | $5,433-87.5% | $2,042-66.9% |
| Participant deferral / active EE | $1,865 | $2,303-19.0% | $4,939-62.2% | $3,169-41.1% |
| Admin fee / account holder | $31 | $455-93.1% | $13,880-99.8% | $479-93.4% |