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 | $195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,429 | $50,464-13.9% | $75,781-42.7% | $52,331-17.0% |
| Participation rate | 13.4% | 66.8%-53.4pp | 75.8%-62.4pp | 68.1%-54.7pp |
| Annual return | 0.92% | 1.03%-0.1pp | 9.68%-8.8pp | 4.54%-3.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $248 | $2,570-90.3% | $3,651-93.2% | $3,022-91.8% |
| Admin fee / account holder | $187 | $1,103-83.0% | $5,299-96.5% | $592-68.4% |