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 | $3,944 |
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 | $24,699 | $55,453-55.5% | $170,442-85.5% | $62,292-60.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.80% | 21.38%-6.6pp | 205.93%-191.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $1,891 | $2,164-12.6% | $5,433-65.2% | $2,042-7.4% |
| Participant deferral / active EE | $3,411 | $2,303+48.1% | $4,939-30.9% | $3,169+7.6% |
| Admin fee / account holder | $28 | $455-93.8% | $13,880-99.8% | $479-94.1% |