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 | $4,074 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,492 | $52,884-32.9% | $84,750-58.1% | $55,167-35.7% |
| Participation rate | 89.0% | 67.5%+21.5pp | 76.6%+12.4pp | 69.0%+20.0pp |
| Annual return | 6.26% | 18.03%-11.8pp | 22.78%-16.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $918 | $2,233-58.9% | $3,574-74.3% | $1,963-53.2% |
| Participant deferral / active EE | $3,281 | $2,644+24.1% | $3,712-11.6% | $3,054+7.4% |
| Admin fee / account holder | $68 | $581-88.3% | $5,332-98.7% | $504-86.5% |