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 | $4,653 |
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 | $19,409 | $48,570-60.0% | $130,648-85.1% | $72,985-73.4% |
| Participation rate | 55.4% | 58.6%-3.1pp | 71.7%-16.3pp | 69.5%-14.1pp |
| Annual return | 25.71% | 38.63%-12.9pp | 1708.96%-1683.3pp | 81.00%-55.3pp |
| Employer contribution / active EE | $844 | $1,334-36.7% | $4,092-79.4% | $2,440-65.4% |
| Participant deferral / active EE | $989 | $2,384-58.5% | $3,603-72.6% | $3,607-72.6% |
| Admin fee / account holder | $71 | $3,549-98.0% | $5,464-98.7% | $5,124-98.6% |