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 Service code 15 · EIN 04-1590850 | Recordkeeping | $1,501 |
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 | $3,267 | $27,330-88.0% | $67,711-95.2% | $55,191-94.1% |
| Participation rate | 72.5% | 47.5%+24.9pp | 67.5%+5.0pp | 69.2%+3.3pp |
| Annual return | 12.38% | 8.81%+3.6pp | 25.41%-13.0pp | 10.78%+1.6pp |
| Employer contribution / active EE | $0 | $855-100.0% | $2,559-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,837 | $1,709+7.5% | $3,585-48.8% | $3,046-39.7% |
| Admin fee / account holder | $4 | $109-96.7% | $4,255-99.9% | $91-96.0% |