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 | $630 |
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 | $53,513 | $79,523-32.7% | $140,016-61.8% | $56,287-4.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -3.16% | 2.39%-5.5pp | 651.12%-654.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $3,186 | $3,350-4.9% | $5,606-43.2% | $2,111+50.9% |
| Participant deferral / active EE | $3,500 | $5,129-31.8% | $6,927-49.5% | $3,350+4.5% |
| Admin fee / account holder | $5 | $614-99.2% | $10,705-100.0% | $521-99.1% |