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 INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,466 |
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 | $47,385 | $78,705-39.8% | $117,854-59.8% | $70,131-32.4% |
| Participation rate | 82.1% | 73.2%+8.9pp | 79.7%+2.4pp | 69.5%+12.5pp |
| Annual return | 13.34% | 23.30%-10.0pp | 335.08%-321.7pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,960 | $2,223-11.8% | $3,786-48.2% | $2,342-16.3% |
| Participant deferral / active EE | $2,510 | $3,297-23.9% | $4,482-44.0% | $3,332-24.7% |
| Admin fee / account holder | $35 | $5,065-99.3% | $8,020-99.6% | $4,645-99.2% |