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 9-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 | $1,157 |
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 | $42,099 | $46,360-9.2% | $147,614-71.5% | $52,331-19.6% |
| Participation rate | 84.5% | 64.9%+19.5pp | 84.6%-0.2pp | 68.1%+16.4pp |
| Annual return | 0.56% | 1.62%-1.1pp | 61.98%-61.4pp | 4.54%-4.0pp |
| Employer contribution / active EE | $1,553 | $2,126-27.0% | $5,564-72.1% | $1,882-17.5% |
| Participant deferral / active EE | $2,785 | $2,258+23.4% | $4,895-43.1% | $3,022-7.8% |
| Admin fee / account holder | $8 | $766-99.0% | $11,611-99.9% | $592-98.7% |