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: MASSMUTUALLIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $4,156 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,206 | $55,453-76.2% | $170,442-92.3% | $62,292-78.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.94% | 21.38%-7.4pp | 205.93%-192.0pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,415 | $2,164-34.6% | $5,433-74.0% | $2,042-30.7% |
| Participant deferral / active EE | $1,485 | $2,303-35.5% | $4,939-69.9% | $3,169-53.1% |
| Admin fee / account holder | $19 | $455-95.9% | $13,880-99.9% | $479-96.1% |