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 | $602 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $64,822 | $42,546+52.4% | $71,796-9.7% | $55,167+17.5% |
| Participation rate | 76.5% | 59.1%+17.4pp | 69.1%+7.4pp | 69.0%+7.5pp |
| Annual return | 7.02% | 12.36%-5.3pp | 78.04%-71.0pp | 169.23%-162.2pp |
| Employer contribution / active EE | $650 | $803-19.1% | $1,924-66.2% | $1,963-66.9% |
| Participant deferral / active EE | $3,935 | $2,064+90.6% | $2,794+40.8% | $3,054+28.9% |
| Admin fee / account holder | $18 | $650-97.3% | $4,815-99.6% | $504-96.5% |