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 9-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 | $19,898 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,791 | $81,537-32.8% | $149,718-63.4% | $69,631-21.3% |
| Participation rate | 75.4% | 86.1%-10.7pp | 87.1%-11.6pp | 70.7%+4.8pp |
| Annual return | 103.80% | 22.79%+81.0pp | 1501.63%-1397.8pp | 27571.02%-27467.2pp |
| Employer contribution / active EE | $1,194 | $3,239-63.1% | $5,445-78.1% | $2,032-41.3% |
| Participant deferral / active EE | $2,174 | $4,994-56.5% | $6,569-66.9% | $3,224-32.6% |
| Admin fee / account holder | $18 | $107-83.0% | $11,283-99.8% | $110-83.6% |