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 | $945 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,308 | $52,953-63.5% | $172,739-88.8% | $65,185-70.4% |
| Participation rate | 95.5% | 66.2%+29.3pp | 82.6%+12.9pp | 70.2%+25.3pp |
| Annual return | 21.70% | 30.12%-8.4pp | 802.84%-781.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,051 | $2,190-52.0% | $5,143-79.6% | $2,177-51.7% |
| Participant deferral / active EE | $1,856 | $2,471-24.9% | $5,198-64.3% | $3,514-47.2% |
| Admin fee / account holder | $6 | $472-98.6% | $13,954-100.0% | $847-99.2% |