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 | $1,399 |
Service code 49 · EIN 36-3429599 | Other Services | $20 |
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 | $41,555 | $155,795-73.3% | $136,294-69.5% | $69,631-40.3% |
| Participation rate | 40.4% | 75.2%-34.9pp | 81.9%-41.5pp | 70.7%-30.3pp |
| Annual return | 18.29% | 232464.33%-232446.0pp | 5155.94%-5137.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $1,158 | $2,991-61.3% | $4,695-75.3% | $2,032-43.0% |
| Participant deferral / active EE | $3,545 | $5,394-34.3% | $6,247-43.2% | $3,224+10.0% |
| Admin fee / account holder | $5 | $128-96.5% | $9,243-100.0% | $110-95.9% |