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 | $19,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,196 | $54,045-33.0% | $115,157-68.6% | $65,185-44.5% |
| Participation rate | 50.8% | 63.5%-12.7pp | 75.9%-25.1pp | 70.2%-19.4pp |
| Annual return | 14.77% | 26.55%-11.8pp | 35.60%-20.8pp | 29.38%-14.6pp |
| Employer contribution / active EE | $1,003 | $1,653-39.3% | $3,179-68.4% | $2,177-53.9% |
| Participant deferral / active EE | $2,316 | $2,504-7.5% | $4,168-44.4% | $3,514-34.1% |
| Admin fee / account holder | $169 | $626-72.9% | $7,088-97.6% | $847-80.0% |