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 INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,844 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,869 | $55,636+31.0% | $81,983-11.1% | $73,488-0.8% |
| Participation rate | 83.6% | 62.3%+21.3pp | 69.2%+14.4pp | 70.7%+12.9pp |
| Annual return | 21.37% | 19.07%+2.3pp | 41.31%-19.9pp | 28.51%-7.1pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,449 | $2,762+97.3% | $3,722+46.4% | $3,740+45.7% |
| Admin fee / account holder | $12 | $493-97.6% | $5,664-99.8% | $513-97.7% |