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 | $2,035 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,486 | $54,121-89.9% | $134,143-95.9% | $73,409-92.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 72.2%+27.8pp | 72.2%+27.8pp |
| Annual return | 13.53% | -312.52%+326.1pp | 36.33%-22.8pp | 59.29%-45.8pp |
| Employer contribution / active EE | $679 | $1,402-51.6% | $3,704-81.7% | $2,234-69.6% |
| Participant deferral / active EE | $1,142 | $2,844-59.8% | $3,499-67.4% | $3,805-70.0% |
| Admin fee / account holder | $5 | $132-95.9% | $6,684-99.9% | $158-96.5% |