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 | $5,992 |
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.
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 | $9,835 | $46,360-78.8% | $147,614-93.3% | $52,331-81.2% |
| Participation rate | 73.5% | 64.9%+8.6pp | 84.6%-11.1pp | 68.1%+5.4pp |
| Annual return | -1.99% | 1.62%-3.6pp | 61.98%-64.0pp | 4.54%-6.5pp |
| Employer contribution / active EE | $616 | $2,126-71.0% | $5,564-88.9% | $1,882-67.3% |
| Participant deferral / active EE | $744 | $2,258-67.0% | $4,895-84.8% | $3,022-75.4% |
| Admin fee / account holder | $24 | $766-96.9% | $11,611-99.8% | $592-96.0% |