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 | $2,840 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,740 | $42,548-8.9% | $74,550-48.0% | $56,287-31.2% |
| Participation rate | 70.1% | 60.5%+9.6pp | 69.1%+0.9pp | 69.9%+0.2pp |
| Annual return | -8.16% | 12.40%-20.6pp | 32.53%-40.7pp | -9.96%+1.8pp |
| Employer contribution / active EE | $569 | $855-33.5% | $1,961-71.0% | $2,111-73.1% |
| Participant deferral / active EE | $2,933 | $2,277+28.8% | $3,108-5.6% | $3,350-12.4% |
| Admin fee / account holder | $15 | $467-96.8% | $5,060-99.7% | $521-97.1% |