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 | $2,467 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,276 | $65,376-49.1% | $87,100-61.8% | $65,185-49.0% |
| Participation rate | 83.3% | 75.3%+8.0pp | 76.9%+6.5pp | 70.2%+13.1pp |
| Annual return | 20.71% | 31.27%-10.6pp | 28.19%-7.5pp | 29.38%-8.7pp |
| Employer contribution / active EE | $448 | $1,822-75.4% | $2,521-82.2% | $2,177-79.4% |
| Participant deferral / active EE | $3,470 | $3,388+2.4% | $4,049-14.3% | $3,514-1.2% |
| Admin fee / account holder | $12 | $520-97.7% | $7,497-99.8% | $847-98.6% |