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 Service code 12 · EIN 04-1590850 | Sub-transfer agency fees; Float reven... | $2,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,504 | $36,916-87.8% | $156,549-97.1% | $57,658-92.2% |
| Participation rate | 62.4% | 63.4%-1.0pp | 84.0%-21.6pp | 70.2%-7.8pp |
| Annual return | 23.79% | 12.38%+11.4pp | 32.23%-8.4pp | 5.13%+18.7pp |
| Employer contribution / active EE | $232 | $1,571-85.2% | $5,501-95.8% | $1,974-88.3% |
| Participant deferral / active EE | $1,202 | $1,926-37.6% | $4,871-75.3% | $3,061-60.7% |
| Admin fee / account holder | $9 | $82-89.3% | $13,027-99.9% | $95-90.7% |