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 INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $6,113 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,018 | $55,453-83.7% | $170,442-94.7% | $62,292-85.5% |
| Participation rate | 93.8% | 66.4%+27.4pp | 83.6%+10.2pp | 69.5%+24.3pp |
| Annual return | 17.78% | 21.38%-3.6pp | 205.93%-188.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,534 | $2,164+17.1% | $5,433-53.4% | $2,042+24.1% |
| Participant deferral / active EE | $2,189 | $2,303-4.9% | $4,939-55.7% | $3,169-30.9% |
| Admin fee / account holder | $29 | $455-93.7% | $13,880-99.8% | $479-94.1% |