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 | $4,412 |
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 | $46,939 | $57,103-17.8% | $87,507-46.4% | $57,658-18.6% |
| Participation rate | 90.4% | 64.3%+26.0pp | 73.8%+16.5pp | 70.2%+20.1pp |
| Annual return | 8.62% | 12.71%-4.1pp | 12.21%-3.6pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,843 | $1,107+66.5% | $2,550-27.7% | $1,974-6.6% |
| Participant deferral / active EE | $4,550 | $2,250+102.2% | $3,149+44.5% | $3,061+48.7% |
| Admin fee / account holder | $14 | $281-95.1% | $4,221-99.7% | $95-85.5% |