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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,167 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,418 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $210 |
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 | $23,220 | $58,726-60.5% | $92,233-74.8% | $62,292-62.7% |
| Participation rate | 84.0% | 68.3%+15.6pp | 76.5%+7.5pp | 69.5%+14.5pp |
| Annual return | 15.96% | 43.62%-27.7pp | 176.28%-160.3pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,035 | $2,392-56.7% | $3,679-71.9% | $2,042-49.3% |
| Participant deferral / active EE | $2,997 | $2,766+8.4% | $3,897-23.1% | $3,169-5.4% |
| Admin fee / account holder | $114 | $556-79.6% | $5,194-97.8% | $479-76.3% |