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 | $21,489 |
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 | $38,834 | $71,666-45.8% | $117,854-67.0% | $69,631-44.2% |
| Participation rate | 70.9% | 77.5%-6.7pp | 79.7%-8.8pp | 70.7%+0.2pp |
| Annual return | 42.71% | 18.86%+23.9pp | 335.08%-292.4pp | 27571.02%-27528.3pp |
| Employer contribution / active EE | $1,687 | $1,889-10.7% | $3,786-55.4% | $2,032-17.0% |
| Participant deferral / active EE | $3,424 | $3,340+2.5% | $4,482-23.6% | $3,224+6.2% |
| Admin fee / account holder | $38 | $120-68.1% | $8,020-99.5% | $110-65.2% |