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 9-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 | $2,178 |
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 | $63,879 | $42,772+49.3% | $87,507-27.0% | $55,167+15.8% |
| Participation rate | 78.8% | 66.5%+12.3pp | 73.8%+5.0pp | 69.0%+9.8pp |
| Annual return | 9.84% | 21.20%-11.4pp | 12.21%-2.4pp | 169.23%-159.4pp |
| Employer contribution / active EE | $2,326 | $1,277+82.2% | $2,550-8.8% | $1,963+18.5% |
| Participant deferral / active EE | $4,044 | $2,342+72.7% | $3,149+28.4% | $3,054+32.4% |
| Admin fee / account holder | $13 | $461-97.1% | $4,221-99.7% | $504-97.3% |