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 | $5,465 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,801 | $111,491-38.3% | $189,513-63.7% | $86,799-20.7% |
| Participation rate | 91.0% | 87.3%+3.7pp | 87.8%+3.2pp | 72.3%+18.7pp |
| Annual return | 16.66% | 83.50%-66.8pp | 555.15%-538.5pp | 97.91%-81.2pp |
| Employer contribution / active EE | $1,295 | $3,951-67.2% | $6,162-79.0% | $2,405-46.2% |
| Participant deferral / active EE | $6,048 | $6,437-6.0% | $8,221-26.4% | $4,131+46.4% |
| Admin fee / account holder | $20 | $189-89.3% | $12,045-99.8% | $170-88.1% |