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 RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
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 | $53,483 | $76,552-30.1% | $123,892-56.8% | $62,891-15.0% |
| Participation rate | 72.3% | 73.0%-0.7pp | 81.4%-9.1pp | 69.3%+3.0pp |
| Annual return | 11.48% | 18.68%-7.2pp | 47.52%-36.0pp | 20.14%-8.7pp |
| Employer contribution / active EE | $2,090 | $2,883-27.5% | $4,617-54.7% | $2,281-8.4% |
| Participant deferral / active EE | $7,380 | $4,840+52.5% | $5,984+23.3% | $3,203+130.4% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |