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 | $49,070 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,790 | $109,359-29.8% | $162,163-52.6% | $72,985+5.2% |
| Participation rate | 98.8% | 84.3%+14.6pp | 87.6%+11.3pp | 69.5%+29.3pp |
| Annual return | 22.90% | 25.46%-2.6pp | 115.59%-92.7pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,008 | $3,907-48.6% | $5,614-64.2% | $2,440-17.7% |
| Participant deferral / active EE | $5,938 | $5,481+8.3% | $7,298-18.6% | $3,607+64.6% |
| Admin fee / account holder | $472 | $7,972-94.1% | $10,843-95.6% | $5,124-90.8% |