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 | $285 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,604 | $80,753-65.8% | $136,294-79.7% | $62,292-55.7% |
| Participation rate | 78.9% | 73.5%+5.4pp | 81.9%-3.0pp | 69.5%+9.4pp |
| Annual return | 51.20% | 35.83%+15.4pp | 5155.94%-5104.7pp | 28.90%+22.3pp |
| Employer contribution / active EE | $2,374 | $2,884-17.7% | $4,695-49.4% | $2,042+16.3% |
| Participant deferral / active EE | $5,830 | $5,164+12.9% | $6,247-6.7% | $3,169+83.9% |
| Admin fee / account holder | $3 | $525-99.5% | $9,243-100.0% | $479-99.5% |