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 5-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 COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,401 | $61,272-45.5% | $149,673-77.7% | $71,457-53.3% |
| Participation rate | 98.8% | 62.5%+36.3pp | 78.8%+20.0pp | 67.9%+30.9pp |
| Annual return | 14.83% | 35.85%-21.0pp | 134.42%-119.6pp | 28.85%-14.0pp |
| Employer contribution / active EE | $3,550 | $2,378+49.3% | $4,818-26.3% | $2,588+37.2% |
| Participant deferral / active EE | $4,174 | $2,917+43.1% | $5,680-26.5% | $4,289-2.7% |
| Admin fee / account holder | $136 | $1,261-89.2% | $13,210-99.0% | $1,587-91.4% |