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 | $1,479 |
Service code 49 · EIN 36-3429599 | Other Services | $27 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,718 | $49,138-4.9% | $84,015-44.4% | $65,185-28.3% |
| Participation rate | 75.7% | 60.7%+14.9pp | 69.0%+6.7pp | 70.2%+5.5pp |
| Annual return | 24.88% | 23.00%+1.9pp | 71.31%-46.4pp | 29.38%-4.5pp |
| Employer contribution / active EE | $2,912 | $914+218.7% | $1,983+46.8% | $2,177+33.8% |
| Participant deferral / active EE | $4,442 | $2,397+85.3% | $3,239+37.1% | $3,514+26.4% |
| Admin fee / account holder | $10 | $543-98.2% | $6,101-99.8% | $847-98.9% |