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 | $4,698 |
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 | $118,286 | $80,753+46.5% | $136,294-13.2% | $62,292+89.9% |
| Participation rate | 93.4% | 73.5%+19.8pp | 81.9%+11.4pp | 69.5%+23.9pp |
| Annual return | 19.66% | 35.83%-16.2pp | 5155.94%-5136.3pp | 28.90%-9.2pp |
| Employer contribution / active EE | $5,904 | $2,884+104.7% | $4,695+25.7% | $2,042+189.1% |
| Participant deferral / active EE | $7,837 | $5,164+51.8% | $6,247+25.4% | $3,169+147.3% |
| Admin fee / account holder | $21 | $525-96.0% | $9,243-99.8% | $479-95.6% |