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 | $3,895 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,908 | $46,732-61.7% | $156,549-88.6% | $55,167-67.5% |
| Participation rate | 81.7% | 65.8%+15.9pp | 84.0%-2.3pp | 69.0%+12.7pp |
| Annual return | 6.20% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $713 | $2,105-66.1% | $5,501-87.0% | $1,963-63.7% |
| Participant deferral / active EE | $1,621 | $2,204-26.4% | $4,871-66.7% | $3,054-46.9% |
| Admin fee / account holder | $33 | $418-92.2% | $13,027-99.8% | $504-93.5% |