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 | $1,455 |
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 | $21,012 | $46,173-54.5% | $170,442-87.7% | $69,631-69.8% |
| Participation rate | 93.4% | 63.9%+29.5pp | 83.6%+9.8pp | 70.7%+22.7pp |
| Annual return | 13.38% | 21.62%-8.2pp | 205.93%-192.6pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $1,460 | $1,610-9.3% | $5,433-73.1% | $2,032-28.2% |
| Participant deferral / active EE | $1,936 | $2,080-6.9% | $4,939-60.8% | $3,224-40.0% |
| Admin fee / account holder | $4 | $116-96.8% | $13,880-100.0% | $110-96.7% |