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 | $4,165 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $28,171 | $155,795-81.9% | $136,294-79.3% | $69,631-59.5% |
| Participation rate | 58.1% | 75.2%-17.2pp | 81.9%-23.9pp | 70.7%-12.6pp |
| Annual return | 64.73% | 232464.33%-232399.6pp | 5155.94%-5091.2pp | 27571.02%-27506.3pp |
| Employer contribution / active EE | $1,512 | $2,991-49.5% | $4,695-67.8% | $2,032-25.6% |
| Participant deferral / active EE | $3,000 | $5,394-44.4% | $6,247-52.0% | $3,224-6.9% |
| Admin fee / account holder | $4 | $128-96.6% | $9,243-100.0% | $110-96.1% |