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 INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $12,458 |
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 | $24,098 | $36,916-34.7% | $156,549-84.6% | $57,658-58.2% |
| Participation rate | 68.4% | 63.4%+4.9pp | 84.0%-15.6pp | 70.2%-1.9pp |
| Annual return | 5.41% | 12.38%-7.0pp | 32.23%-26.8pp | 5.13%+0.3pp |
| Employer contribution / active EE | $881 | $1,571-43.9% | $5,501-84.0% | $1,974-55.4% |
| Participant deferral / active EE | $1,439 | $1,926-25.2% | $4,871-70.4% | $3,061-53.0% |
| Admin fee / account holder | $21 | $82-75.1% | $13,027-99.8% | $95-78.3% |