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 | $6,628 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,397 | $79,523-49.2% | $140,016-71.1% | $56,287-28.2% |
| Participation rate | 88.2% | 85.7%+2.5pp | 87.5%+0.7pp | 69.9%+18.3pp |
| Annual return | -3.18% | 2.39%-5.6pp | 651.12%-654.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,135 | $3,350-66.1% | $5,606-79.8% | $2,111-46.3% |
| Participant deferral / active EE | $5,580 | $5,129+8.8% | $6,927-19.4% | $3,350+66.6% |
| Admin fee / account holder | $31 | $614-95.0% | $10,705-99.7% | $521-94.1% |