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 | $7,603 |
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 | $49,068 | $98,982-50.4% | $162,163-69.7% | $65,185-24.7% |
| Participation rate | 92.2% | 85.8%+6.4pp | 87.6%+4.6pp | 70.2%+22.0pp |
| Annual return | 25.45% | 24.84%+0.6pp | 115.59%-90.1pp | 29.38%-3.9pp |
| Employer contribution / active EE | $1,121 | $3,467-67.7% | $5,614-80.0% | $2,177-48.5% |
| Participant deferral / active EE | $5,336 | $5,384-0.9% | $7,298-26.9% | $3,514+51.9% |
| Admin fee / account holder | $33 | $596-94.6% | $10,843-99.7% | $847-96.2% |