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 27 · EIN 41-0973005 | Advisory (Plan) | $20,630 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $13,493 |
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.
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 | $37,429 | $59,328-36.9% | $118,925-68.5% | $73,488-49.1% |
| Participation rate | 57.8% | 62.3%-4.5pp | 75.4%-17.6pp | 70.7%-12.9pp |
| Annual return | 8.04% | 19.13%-11.1pp | 35.88%-27.8pp | 28.51%-20.5pp |
| Employer contribution / active EE | $1,162 | $1,803-35.5% | $3,263-64.4% | $2,270-48.8% |
| Participant deferral / active EE | $2,319 | $2,604-10.9% | $4,265-45.6% | $3,740-38.0% |
| Admin fee / account holder | $264 | $600-56.1% | $6,581-96.0% | $513-48.6% |