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 9-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 | $2,138 |
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 | $81,069 | $65,376+24.0% | $87,100-6.9% | $65,185+24.4% |
| Participation rate | 97.5% | 75.3%+22.2pp | 76.9%+20.7pp | 70.2%+27.3pp |
| Annual return | 20.64% | 31.27%-10.6pp | 28.19%-7.5pp | 29.38%-8.7pp |
| Employer contribution / active EE | $3,016 | $1,822+65.5% | $2,521+19.6% | $2,177+38.6% |
| Participant deferral / active EE | $5,680 | $3,388+67.6% | $4,049+40.3% | $3,514+61.6% |
| Admin fee / account holder | $11 | $520-97.8% | $7,497-99.8% | $847-98.7% |