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 GROUP INC Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $58,697 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $11,013 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,507 | $65,435-18.2% | $86,677-38.3% | $66,914-20.0% |
| Participation rate | 86.8% | 75.5%+11.3pp | 76.6%+10.2pp | 69.8%+17.0pp |
| Annual return | -14.08% | -10.89%-3.2pp | 35.91%-50.0pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,159 | $2,153-46.2% | $2,836-59.1% | $2,544-54.4% |
| Participant deferral / active EE | $4,895 | $4,100+19.4% | $4,656+5.1% | $4,237+15.5% |
| Admin fee / account holder | $275 | $642-57.1% | $7,493-96.3% | $593-53.6% |