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 Service code 15 · EIN 04-1590850 | Recordkeeping | $1,420 |
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 | $58,085 | $56,972+2.0% | $182,532-68.2% | $65,185-10.9% |
| Participation rate | 82.6% | 66.5%+16.1pp | 78.0%+4.6pp | 70.2%+12.4pp |
| Annual return | 24.81% | 27.67%-2.9pp | 148.54%-123.7pp | 29.38%-4.6pp |
| Employer contribution / active EE | $1,715 | $1,615+6.2% | $4,076-57.9% | $2,177-21.2% |
| Participant deferral / active EE | $3,399 | $3,526-3.6% | $5,524-38.5% | $3,514-3.3% |
| Admin fee / account holder | $26 | $528-95.0% | $8,592-99.7% | $847-96.9% |