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 | $8,303 |
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 | $16,705 | $36,916-54.7% | $156,549-89.3% | $57,658-71.0% |
| Participation rate | 92.5% | 63.4%+29.1pp | 84.0%+8.5pp | 70.2%+22.3pp |
| Annual return | 7.35% | 12.38%-5.0pp | 32.23%-24.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $703 | $1,571-55.3% | $5,501-87.2% | $1,974-64.4% |
| Participant deferral / active EE | $1,758 | $1,926-8.7% | $4,871-63.9% | $3,061-42.5% |
| Admin fee / account holder | $21 | $82-74.3% | $13,027-99.8% | $95-77.6% |