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 | $6,079 |
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 | $42,331 | $89,739-52.8% | $149,718-71.7% | $62,292-32.0% |
| Participation rate | 88.2% | 85.1%+3.1pp | 87.1%+1.1pp | 69.5%+18.6pp |
| Annual return | 18.37% | 21.01%-2.6pp | 1501.63%-1483.3pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,332 | $3,233-58.8% | $5,445-75.5% | $2,042-34.8% |
| Participant deferral / active EE | $3,062 | $4,797-36.2% | $6,569-53.4% | $3,169-3.4% |
| Admin fee / account holder | $39 | $551-92.8% | $11,283-99.7% | $479-91.8% |