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 Service code 15 · EIN 04-1590850 | Recordkeeping | $4,145 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,195 | $41,854-73.3% | $73,843-84.8% | $52,331-78.6% |
| Participation rate | 82.5% | 66.2%+16.3pp | 73.4%+9.1pp | 68.1%+14.4pp |
| Annual return | 2.72% | 2.11%+0.6pp | 2267.84%-2265.1pp | 4.54%-1.8pp |
| Employer contribution / active EE | $920 | $1,920-52.1% | $2,787-67.0% | $1,882-51.1% |
| Participant deferral / active EE | $1,798 | $2,498-28.0% | $3,583-49.8% | $3,022-40.5% |
| Admin fee / account holder | $34 | $493-93.1% | $4,880-99.3% | $592-94.3% |