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 5-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 | $12,817 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,645 | $51,244-36.3% | $80,975-59.7% | $55,167-40.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | 3.91% | 17.39%-13.5pp | 17.10%-13.2pp | 169.23%-165.3pp |
| Employer contribution / active EE | $1,963 | $1,770+10.9% | $3,714-47.2% | $1,9630% |
| Participant deferral / active EE | $2,250 | $4,418-49.1% | $5,696-60.5% | $3,054-26.3% |
| Admin fee / account holder | $76 | $398-80.9% | $5,516-98.6% | $504-84.9% |