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 | $12,531 |
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 | $26,609 | $46,173-42.4% | $170,442-84.4% | $69,631-61.8% |
| Participation rate | 66.4% | 63.9%+2.5pp | 83.6%-17.2pp | 70.7%-4.3pp |
| Annual return | 13.32% | 21.62%-8.3pp | 205.93%-192.6pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $859 | $1,610-46.6% | $5,433-84.2% | $2,032-57.7% |
| Participant deferral / active EE | $1,393 | $2,080-33.0% | $4,939-71.8% | $3,224-56.8% |
| Admin fee / account holder | $20 | $116-82.4% | $13,880-99.9% | $110-81.5% |