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 COMPANY Service code 33 · EIN 04-1590850 | Other fees; Securities brokerage; Inv... | $50,130 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,536 | $79,428-40.2% | $106,548-55.4% | $79,386-40.1% |
| Participation rate | 76.1% | 74.1%+2.0pp | 76.1%0pp | 70.7%+5.4pp |
| Annual return | 9.03% | 18.27%-9.2pp | 26.80%-17.8pp | 116.85%-107.8pp |
| Employer contribution / active EE | $3,787 | $2,234+69.5% | $2,819+34.3% | $2,427+56.0% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $378 | $523-27.7% | $7,407-94.9% | $626-39.6% |