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 | $6,808 |
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 | $59,575 | $54,121+10.1% | $134,143-55.6% | $73,409-18.8% |
| Participation rate | 55.3% | 64.4%-9.1pp | 72.2%-16.9pp | 72.2%-16.9pp |
| Annual return | 16.09% | -312.52%+328.6pp | 36.33%-20.2pp | 59.29%-43.2pp |
| Employer contribution / active EE | $1,642 | $1,402+17.1% | $3,704-55.7% | $2,234-26.5% |
| Participant deferral / active EE | $1,736 | $2,844-39.0% | $3,499-50.4% | $3,805-54.4% |
| Admin fee / account holder | $22 | $132-83.4% | $6,684-99.7% | $158-86.0% |