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 Service code 15 · EIN 04-1590850 | Recordkeeping | $2,406 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $301,313 | $89,355+237.2% | $141,162+113.5% | $72,985+312.8% |
| Participation rate | 88.3% | 75.1%+13.2pp | 82.5%+5.8pp | 69.5%+18.8pp |
| Annual return | 25.18% | 111.85%-86.7pp | 71.39%-46.2pp | 81.00%-55.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,787 | $5,418+136.0% | $6,709+90.6% | $3,607+254.5% |
| Admin fee / account holder | $39 | $5,958-99.3% | $10,261-99.6% | $5,124-99.2% |