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 | $19,615 |
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 | $72,217 | $89,739-19.5% | $149,718-51.8% | $62,292+15.9% |
| Participation rate | 75.2% | 85.1%-9.9pp | 87.1%-11.9pp | 69.5%+5.7pp |
| Annual return | 36.98% | 21.01%+16.0pp | 1501.63%-1464.7pp | 28.90%+8.1pp |
| Employer contribution / active EE | $2,385 | $3,233-26.2% | $5,445-56.2% | $2,042+16.8% |
| Participant deferral / active EE | $6,834 | $4,797+42.5% | $6,569+4.0% | $3,169+115.6% |
| Admin fee / account holder | $143 | $551-74.0% | $11,283-98.7% | $479-70.1% |