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 | $8,164 |
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 | $62,979 | $73,638-14.5% | $95,952-34.4% | $73,488-14.3% |
| Participation rate | 99.1% | 76.2%+22.9pp | 77.1%+22.0pp | 70.7%+28.4pp |
| Annual return | 14.28% | 16.78%-2.5pp | 91.61%-77.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,737 | $1,863-6.8% | $2,541-31.6% | $2,270-23.5% |
| Participant deferral / active EE | $2,551 | $3,617-29.5% | $4,167-38.8% | $3,740-31.8% |
| Admin fee / account holder | $108 | $482-77.5% | $6,795-98.4% | $513-78.9% |