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 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $3,507 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,753 | $74,089-20.7% | $133,980-56.1% | $55,167+6.5% |
| Participation rate | 85.5% | 84.3%+1.2pp | 87.1%-1.5pp | 69.0%+16.5pp |
| Annual return | 9.13% | 12.11%-3.0pp | 29.30%-20.2pp | 169.23%-160.1pp |
| Employer contribution / active EE | $1,387 | $3,064-54.7% | $5,211-73.4% | $1,963-29.3% |
| Participant deferral / active EE | $2,466 | $4,678-47.3% | $6,282-60.7% | $3,054-19.3% |
| Admin fee / account holder | $24 | $458-94.7% | $9,324-99.7% | $504-95.2% |