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 | $3,128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $51,468 | $39,898+29.0% | $121,196-57.5% | $55,725-7.6% |
| Participation rate | 55.6% | 61.2%-5.7pp | 71.7%-16.2pp | 70.9%-15.3pp |
| Annual return | -4.68% | -0.96%-3.7pp | 16.93%-21.6pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,125 | $1,295+64.0% | $4,022-47.2% | $2,078+2.2% |
| Participant deferral / active EE | $1,775 | $2,439-27.2% | $3,344-46.9% | $3,356-47.1% |
| Admin fee / account holder | $13 | $95-86.5% | $5,019-99.7% | $115-88.9% |