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 | $3,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,347 | $91,552-26.4% | $133,956-49.7% | $79,858-15.7% |
| Participation rate | 58.5% | 73.3%-14.8pp | 79.8%-21.3pp | 69.6%-11.1pp |
| Annual return | 9.09% | 61.85%-52.8pp | 45.09%-36.0pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,509 | $2,384-36.7% | $3,919-61.5% | $2,471-38.9% |
| Participant deferral / active EE | $1,987 | $3,733-46.8% | $5,048-60.6% | $3,740-46.9% |
| Admin fee / account holder | $49 | $6,321-99.2% | $8,927-99.5% | $5,306-99.1% |