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 | $328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,598 | $66,302-32.7% | $110,238-59.5% | $56,287-20.8% |
| Participation rate | 27.6% | 74.9%-47.3pp | 79.8%-52.2pp | 69.9%-42.3pp |
| Annual return | -5.79% | -1.18%-4.6pp | 314.74%-320.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $579 | $2,047-71.7% | $3,826-84.9% | $2,111-72.6% |
| Participant deferral / active EE | $1,849 | $3,381-45.3% | $4,672-60.4% | $3,350-44.8% |
| Admin fee / account holder | $4 | $698-99.4% | $8,547-100.0% | $521-99.2% |