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 | $2,754 |
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 | $36,269 | $74,089-51.0% | $133,980-72.9% | $55,167-34.3% |
| Participation rate | 82.5% | 84.3%-1.8pp | 87.1%-4.6pp | 69.0%+13.5pp |
| Annual return | 10.39% | 12.11%-1.7pp | 29.30%-18.9pp | 169.23%-158.8pp |
| Employer contribution / active EE | $1,206 | $3,064-60.6% | $5,211-76.9% | $1,963-38.6% |
| Participant deferral / active EE | $2,888 | $4,678-38.3% | $6,282-54.0% | $3,054-5.4% |
| Admin fee / account holder | $19 | $458-95.7% | $9,324-99.8% | $504-96.1% |