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 | $490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,748 | $55,453-69.8% | $170,442-90.2% | $62,292-73.1% |
| Participation rate | 59.3% | 66.4%-7.0pp | 83.6%-24.3pp | 69.5%-10.2pp |
| Annual return | 17.96% | 21.38%-3.4pp | 205.93%-188.0pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,130 | $2,164-47.8% | $5,433-79.2% | $2,042-44.7% |
| Participant deferral / active EE | $711 | $2,303-69.1% | $4,939-85.6% | $3,169-77.6% |
| Admin fee / account holder | $3 | $455-99.3% | $13,880-100.0% | $479-99.3% |