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 Service code 15 · EIN 04-1590850 | Recordkeeping | $6,417 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,051 | $48,277-81.3% | $63,517-85.7% | $55,191-83.6% |
| Participation rate | 100.0% | 69.4%+30.6pp | 71.0%+29.0pp | 69.2%+30.8pp |
| Annual return | -1.41% | 2.37%-3.8pp | -70.30%+68.9pp | 10.78%-12.2pp |
| Employer contribution / active EE | $1,695 | $1,592+6.4% | $2,322-27.0% | $1,899-10.8% |
| Participant deferral / active EE | $1,498 | $2,432-38.4% | $2,953-49.3% | $3,046-50.8% |
| Admin fee / account holder | $35 | $86-59.6% | $5,892-99.4% | $91-61.7% |