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 | $8,494 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,559 | $75,183-86.0% | $123,892-91.5% | $55,167-80.9% |
| Participation rate | 89.3% | 72.8%+16.5pp | 81.4%+7.9pp | 69.0%+20.4pp |
| Annual return | 26.92% | 19.01%+7.9pp | 47.52%-20.6pp | 169.23%-142.3pp |
| Employer contribution / active EE | $637 | $2,823-77.4% | $4,617-86.2% | $1,963-67.5% |
| Participant deferral / active EE | $3,249 | $5,084-36.1% | $5,984-45.7% | $3,054+6.4% |
| Admin fee / account holder | $42 | $663-93.6% | $8,357-99.5% | $504-91.6% |