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 | $640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,162 | $99,957-21.8% | $149,696-47.8% | $73,488+6.4% |
| Participation rate | 43.4% | 75.7%-32.3pp | 82.5%-39.1pp | 70.7%-27.3pp |
| Annual return | 12.93% | 53.87%-40.9pp | 276.60%-263.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,036 | $3,191-67.5% | $4,644-77.7% | $2,270-54.4% |
| Participant deferral / active EE | $3,484 | $6,073-42.6% | $6,842-49.1% | $3,740-6.8% |
| Admin fee / account holder | $8 | $551-98.5% | $9,309-99.9% | $513-98.4% |