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 | $4,807 |
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 | $9,763 | $47,977-79.6% | $154,107-93.7% | $56,287-82.7% |
| Participation rate | 83.5% | 66.2%+17.3pp | 83.0%+0.4pp | 69.9%+13.6pp |
| Annual return | -4.80% | 3.54%-8.3pp | 735.12%-739.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,694 | $2,169+24.2% | $5,298-49.2% | $2,111+27.6% |
| Participant deferral / active EE | $2,444 | $2,392+2.2% | $5,081-51.9% | $3,350-27.0% |
| Admin fee / account holder | $23 | $438-94.8% | $13,411-99.8% | $521-95.6% |