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 | $3,381 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,605 | $58,726-49.6% | $92,233-67.9% | $62,292-52.5% |
| Participation rate | 99.2% | 68.3%+30.9pp | 76.5%+22.8pp | 69.5%+29.7pp |
| Annual return | 15.07% | 43.62%-28.5pp | 176.28%-161.2pp | 28.90%-13.8pp |
| Employer contribution / active EE | $2,413 | $2,392+0.9% | $3,679-34.4% | $2,042+18.1% |
| Participant deferral / active EE | $1,234 | $2,766-55.4% | $3,897-68.3% | $3,169-61.1% |
| Admin fee / account holder | $20 | $556-96.4% | $5,194-99.6% | $479-95.8% |