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 | $4,611 |
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 | $27,856 | $55,449-49.8% | $83,848-66.8% | $56,287-50.5% |
| Participation rate | 99.1% | 68.0%+31.1pp | 76.1%+22.9pp | 69.9%+29.2pp |
| Annual return | -4.79% | -1.38%-3.4pp | 850.88%-855.7pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,778 | $2,430-26.9% | $3,631-51.0% | $2,111-15.8% |
| Participant deferral / active EE | $2,024 | $2,935-31.1% | $4,082-50.4% | $3,350-39.6% |
| Admin fee / account holder | $26 | $656-96.0% | $5,478-99.5% | $521-94.9% |