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 INSURACE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,955 |
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 | $60,717 | $65,376-7.1% | $87,100-30.3% | $65,185-6.9% |
| Participation rate | 99.2% | 75.3%+23.9pp | 76.9%+22.4pp | 70.2%+29.0pp |
| Annual return | 18.18% | 31.27%-13.1pp | 28.19%-10.0pp | 29.38%-11.2pp |
| Employer contribution / active EE | $1,589 | $1,822-12.8% | $2,521-37.0% | $2,177-27.0% |
| Participant deferral / active EE | $1,848 | $3,388-45.5% | $4,049-54.4% | $3,514-47.4% |
| Admin fee / account holder | $37 | $520-92.8% | $7,497-99.5% | $847-95.6% |