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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $896 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,552 | $62,928-75.3% | $172,739-91.0% | $67,579-77.0% |
| Participation rate | 30.9% | 64.5%-33.5pp | 82.6%-51.7pp | 71.3%-40.4pp |
| Annual return | 9.41% | 30.36%-20.9pp | 802.84%-793.4pp | 378.56%-369.1pp |
| Employer contribution / active EE | $257 | $1,636-84.3% | $5,143-95.0% | $2,148-88.0% |
| Participant deferral / active EE | $454 | $2,145-78.8% | $5,198-91.3% | $3,539-87.2% |
| Admin fee / account holder | $21 | $167-87.4% | $13,954-99.8% | $142-85.2% |