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 | $2,967 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,423 | $52,884-50.0% | $84,750-68.8% | $55,167-52.1% |
| Participation rate | 99.1% | 67.5%+31.6pp | 76.6%+22.5pp | 69.0%+30.1pp |
| Annual return | 7.33% | 18.03%-10.7pp | 22.78%-15.5pp | 169.23%-161.9pp |
| Employer contribution / active EE | $2,063 | $2,233-7.7% | $3,574-42.3% | $1,963+5.1% |
| Participant deferral / active EE | $1,691 | $2,644-36.1% | $3,712-54.5% | $3,054-44.6% |
| Admin fee / account holder | $19 | $581-96.7% | $5,332-99.6% | $504-96.2% |