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 | $3,138 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $250 |
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 | $30,687 | $42,548-27.9% | $74,550-58.8% | $56,287-45.5% |
| Participation rate | 86.9% | 60.5%+26.4pp | 69.1%+17.8pp | 69.9%+17.1pp |
| Annual return | -5.88% | 12.40%-18.3pp | 32.53%-38.4pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,251 | $855+46.3% | $1,961-36.2% | $2,111-40.7% |
| Participant deferral / active EE | $1,615 | $2,277-29.1% | $3,108-48.0% | $3,350-51.8% |
| Admin fee / account holder | $19 | $467-96.0% | $5,060-99.6% | $521-96.4% |