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 | $3,070 |
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 | $70,184 | $89,739-21.8% | $149,718-53.1% | $62,292+12.7% |
| Participation rate | 90.0% | 85.1%+4.9pp | 87.1%+2.9pp | 69.5%+20.5pp |
| Annual return | 17.04% | 21.01%-4.0pp | 1501.63%-1484.6pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,692 | $3,233-47.7% | $5,445-68.9% | $2,042-17.1% |
| Participant deferral / active EE | $3,049 | $4,797-36.4% | $6,569-53.6% | $3,169-3.8% |
| Admin fee / account holder | $22 | $551-96.0% | $11,283-99.8% | $479-95.4% |