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 INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $6,141 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,565 | $46,173-64.1% | $170,442-90.3% | $69,631-76.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 9.97% | 21.62%-11.7pp | 205.93%-196.0pp | 27571.02%-27561.1pp |
| Employer contribution / active EE | $834 | $1,610-48.2% | $5,433-84.7% | $2,032-59.0% |
| Participant deferral / active EE | $947 | $2,080-54.5% | $4,939-80.8% | $3,224-70.6% |
| Admin fee / account holder | $12 | $116-90.1% | $13,880-99.9% | $110-89.6% |