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 | $5,446 |
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 | $12,005 | $46,732-74.3% | $156,549-92.3% | $55,167-78.2% |
| Participation rate | 76.8% | 65.8%+11.0pp | 84.0%-7.2pp | 69.0%+7.8pp |
| Annual return | 6.20% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $709 | $2,105-66.3% | $5,501-87.1% | $1,963-63.9% |
| Participant deferral / active EE | $800 | $2,204-63.7% | $4,871-83.6% | $3,054-73.8% |
| Admin fee / account holder | $25 | $418-94.1% | $13,027-99.8% | $504-95.1% |