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 5-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 COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $16,431 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,322 | $58,879-50.2% | $178,490-83.6% | $73,488-60.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.66% | 24.86%-7.2pp | 151.07%-133.4pp | 28.51%-10.9pp |
| Employer contribution / active EE | $3,522 | $2,236+57.5% | $5,011-29.7% | $2,270+55.1% |
| Participant deferral / active EE | $2,217 | $2,567-13.7% | $5,202-57.4% | $3,740-40.7% |
| Admin fee / account holder | $169 | $400-57.7% | $13,984-98.8% | $513-67.0% |