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 | $3,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,259 | $83,477-29.0% | $125,175-52.7% | $72,985-18.8% |
| Participation rate | 53.8% | 73.3%-19.5pp | 79.8%-25.9pp | 69.5%-15.6pp |
| Annual return | 19.64% | 25.78%-6.1pp | 43.79%-24.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,338 | $2,345-43.0% | $3,865-65.4% | $2,440-45.2% |
| Participant deferral / active EE | $1,782 | $3,585-50.3% | $4,937-63.9% | $3,607-50.6% |
| Admin fee / account holder | $44 | $5,517-99.2% | $9,702-99.5% | $5,124-99.1% |