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 | $52,188 |
Service code 49 · EIN 36-3429599 | Other Services | $26 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,387 | $79,519-40.4% | $95,952-50.6% | $73,409-35.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 11.73% | 19.20%-7.5pp | 91.61%-79.9pp | 59.29%-47.6pp |
| Employer contribution / active EE | $1,345 | $2,048-34.3% | $2,541-47.1% | $2,234-39.8% |
| Participant deferral / active EE | $4,421 | $4,138+6.8% | $4,167+6.1% | $3,805+16.2% |
| Admin fee / account holder | $114 | $184-38.3% | $6,795-98.3% | $158-28.0% |