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 |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $34,848 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $36 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,945 | $52,953-22.7% | $172,739-76.3% | $65,185-37.2% |
| Participation rate | 61.5% | 66.2%-4.7pp | 82.6%-21.1pp | 70.2%-8.7pp |
| Annual return | 19.35% | 30.12%-10.8pp | 802.84%-783.5pp | 29.38%-10.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,971 | $2,471-20.2% | $5,198-62.1% | $3,514-43.9% |
| Admin fee / account holder | $5 | $472-99.0% | $13,954-100.0% | $847-99.4% |