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 | $282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,193 | $59,535-51.0% | $90,160-67.6% | $62,292-53.1% |
| Participation rate | 67.2% | 73.0%-5.9pp | 76.9%-9.7pp | 69.5%-2.3pp |
| Annual return | 26.76% | 23.53%+3.2pp | 34.88%-8.1pp | 28.90%-2.1pp |
| Employer contribution / active EE | $1,256 | $1,826-31.2% | $3,318-62.2% | $2,042-38.5% |
| Participant deferral / active EE | $4,926 | $4,639+6.2% | $5,288-6.8% | $3,169+55.4% |
| Admin fee / account holder | $8 | $337-97.7% | $5,943-99.9% | $479-98.4% |