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 Service code 15 · EIN 04-1590850 | Recordkeeping | $1,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,277 | $89,739-56.2% | $149,718-73.8% | $62,292-36.9% |
| Participation rate | 48.4% | 85.1%-36.7pp | 87.1%-38.7pp | 69.5%-21.1pp |
| Annual return | 16.83% | 21.01%-4.2pp | 1501.63%-1484.8pp | 28.90%-12.1pp |
| Employer contribution / active EE | $986 | $3,233-69.5% | $5,445-81.9% | $2,042-51.7% |
| Participant deferral / active EE | $3,504 | $4,797-26.9% | $6,569-46.7% | $3,169+10.6% |
| Admin fee / account holder | $16 | $551-97.0% | $11,283-99.9% | $479-96.6% |