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 Service code 15 · EIN 04-1590850 P.O. BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $4,386 |
Filed as: ACTUARIAL & EMPLOYEE BENEFIT SER Service code 10 · EIN 31-0572951 2035 READING ROAD · CINCINNATI, OH 45202 | Accounting | $4,074 |
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 | $27,090 | $56,443-52.0% | $83,848-67.7% | $55,725-51.4% |
| Participation rate | 98.0% | 72.0%+26.0pp | 76.1%+21.8pp | 70.9%+27.1pp |
| Annual return | -5.85% | 393.67%-399.5pp | 850.88%-856.7pp | 244.93%-250.8pp |
| Employer contribution / active EE | $855 | $2,682-68.1% | $3,631-76.4% | $2,078-58.9% |
| Participant deferral / active EE | $4,239 | $2,965+43.0% | $4,082+3.9% | $3,356+26.3% |
| Admin fee / account holder | $62 | $156-60.3% | $5,478-98.9% | $115-46.2% |