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 | $1,288 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,607 | $46,297-85.7% | $71,671-90.8% | $62,292-89.4% |
| Participation rate | 99.2% | 60.6%+38.6pp | 68.7%+30.5pp | 69.5%+29.7pp |
| Annual return | 22.95% | 22.32%+0.6pp | 20.65%+2.3pp | 28.90%-5.9pp |
| Employer contribution / active EE | $1,265 | $1,412-10.4% | $2,460-48.6% | $2,042-38.1% |
| Participant deferral / active EE | $1,362 | $2,235-39.1% | $3,438-60.4% | $3,169-57.0% |
| Admin fee / account holder | $9 | $461-97.9% | $5,558-99.8% | $479-98.0% |