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 | $1,148 |
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 | $78,285 | $51,466+52.1% | $78,778-0.6% | $62,292+25.7% |
| Participation rate | 77.5% | 59.8%+17.7pp | 69.2%+8.3pp | 69.5%+8.0pp |
| Annual return | 17.07% | 19.96%-2.9pp | 35.62%-18.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $628 | $827-24.1% | $1,986-68.4% | $2,042-69.3% |
| Participant deferral / active EE | $3,988 | $2,147+85.7% | $2,958+34.8% | $3,169+25.8% |
| Admin fee / account holder | $35 | $489-92.8% | $5,134-99.3% | $479-92.6% |