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 | $7,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,871 | $58,694-55.9% | $142,863-81.9% | $85,850-69.9% |
| Participation rate | 61.1% | 58.5%+2.6pp | 71.9%-10.8pp | 69.3%-8.2pp |
| Annual return | 15.75% | 27.72%-12.0pp | 5637.54%-5621.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $811 | $1,423-43.0% | $4,144-80.4% | $2,565-68.4% |
| Participant deferral / active EE | $931 | $2,607-64.3% | $3,837-75.7% | $3,952-76.4% |
| Admin fee / account holder | $133 | $4,239-96.9% | $6,560-98.0% | $6,260-97.9% |