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 | $29,998 |
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 | $39,233 | $62,267-37.0% | $110,238-64.4% | $55,725-29.6% |
| Participation rate | 73.7% | 78.1%-4.4pp | 79.8%-6.1pp | 70.9%+2.9pp |
| Annual return | -4.55% | -1.07%-3.5pp | 314.74%-319.3pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,303 | $1,941+18.6% | $3,826-39.8% | $2,078+10.8% |
| Participant deferral / active EE | $4,261 | $3,516+21.2% | $4,672-8.8% | $3,356+27.0% |
| Admin fee / account holder | $55 | $121-54.6% | $8,547-99.4% | $115-52.4% |