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 | $3,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,359 | $44,473-40.7% | $76,523-65.6% | $55,725-52.7% |
| Participation rate | 32.3% | 51.0%-18.7pp | 68.0%-35.7pp | 70.9%-38.6pp |
| Annual return | -5.96% | -2.01%-4.0pp | -0.27%-5.7pp | 244.93%-250.9pp |
| Employer contribution / active EE | $204 | $1,101-81.4% | $2,647-92.3% | $2,078-90.2% |
| Participant deferral / active EE | $576 | $1,988-71.0% | $3,835-85.0% | $3,356-82.8% |
| Admin fee / account holder | $18 | $134-86.8% | $4,848-99.6% | $115-84.6% |