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 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $770 |
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 | $19,409 | $46,732-58.5% | $156,549-87.6% | $55,167-64.8% |
| Participation rate | 96.6% | 65.8%+30.8pp | 84.0%+12.6pp | 69.0%+27.6pp |
| Annual return | 8.18% | 17.72%-9.5pp | 32.23%-24.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $2,150 | $2,105+2.1% | $5,501-60.9% | $1,963+9.6% |
| Participant deferral / active EE | $2,035 | $2,204-7.7% | $4,871-58.2% | $3,054-33.4% |
| Admin fee / account holder | $2 | $418-99.4% | $13,027-100.0% | $504-99.5% |