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 | $21,930 |
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 | $30,789 | $61,156-49.7% | $185,823-83.4% | $79,386-61.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 14.34% | 19.45%-5.1pp | 122.05%-107.7pp | 116.85%-102.5pp |
| Employer contribution / active EE | $3,011 | $2,321+29.8% | $5,167-41.7% | $2,427+24.1% |
| Participant deferral / active EE | $2,380 | $2,789-14.6% | $5,568-57.3% | $4,046-41.2% |
| Admin fee / account holder | $20 | $710-97.2% | $16,237-99.9% | $626-96.9% |