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 | $3,268 |
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 | $46,568 | $72,404-35.7% | $110,238-57.8% | $64,186-27.4% |
| Participation rate | 80.6% | 73.3%+7.3pp | 79.8%+0.8pp | 69.6%+11.0pp |
| Annual return | -7.31% | -6.29%-1.0pp | 314.74%-322.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,939 | $2,282-15.0% | $3,826-49.3% | $2,381-18.6% |
| Participant deferral / active EE | $2,516 | $3,469-27.5% | $4,672-46.1% | $3,470-27.5% |
| Admin fee / account holder | $35 | $5,664-99.4% | $8,547-99.6% | $4,888-99.3% |