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 | $3,830 |
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 | $38,931 | $40,174-3.1% | $84,015-53.7% | $67,579-42.4% |
| Participation rate | 47.7% | 62.7%-15.0pp | 69.0%-21.3pp | 71.3%-23.6pp |
| Annual return | 20.51% | 25.82%-5.3pp | 71.31%-50.8pp | 378.56%-358.1pp |
| Employer contribution / active EE | $368 | $808-54.5% | $1,983-81.5% | $2,148-82.9% |
| Participant deferral / active EE | $2,071 | $2,301-10.0% | $3,239-36.1% | $3,539-41.5% |
| Admin fee / account holder | $20 | $128-84.7% | $6,101-99.7% | $142-86.2% |