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 | $1,780 |
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 | $63,030 | $62,132+1.4% | $185,823-66.1% | $73,488-14.2% |
| Participation rate | 79.0% | 67.8%+11.2pp | 78.0%+1.0pp | 70.7%+8.4pp |
| Annual return | 16.58% | 20.44%-3.9pp | 35.95%-19.4pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,476 | $1,681-12.2% | $4,087-63.9% | $2,270-35.0% |
| Participant deferral / active EE | $2,853 | $3,711-23.1% | $5,632-49.3% | $3,740-23.7% |
| Admin fee / account holder | $33 | $419-92.2% | $9,500-99.7% | $513-93.7% |