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 | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,619 | $44,473-33.4% | $76,523-61.3% | $55,725-46.8% |
| Participation rate | 75.0% | 51.0%+24.0pp | 68.0%+7.0pp | 70.9%+4.1pp |
| Annual return | -6.95% | -2.01%-4.9pp | -0.27%-6.7pp | 244.93%-251.9pp |
| Employer contribution / active EE | $837 | $1,101-24.0% | $2,647-68.4% | $2,078-59.7% |
| Participant deferral / active EE | $3,480 | $1,988+75.1% | $3,835-9.3% | $3,356+3.7% |
| Admin fee / account holder | $96 | $134-28.3% | $4,848-98.0% | $115-16.5% |