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 | $1,350 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,596 | $80,177-66.8% | $123,892-78.5% | $57,658-53.9% |
| Participation rate | 78.0% | 74.4%+3.5pp | 81.4%-3.4pp | 70.2%+7.7pp |
| Annual return | 20.43% | 17.90%+2.5pp | 47.52%-27.1pp | 5.13%+15.3pp |
| Employer contribution / active EE | $2,289 | $2,913-21.4% | $4,617-50.4% | $1,974+16.0% |
| Participant deferral / active EE | $4,260 | $5,130-17.0% | $5,984-28.8% | $3,061+39.2% |
| Admin fee / account holder | $4 | $106-96.5% | $8,357-100.0% | $95-96.0% |