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 | $1,261 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
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 | $53,124 | $55,453-4.2% | $170,442-68.8% | $62,292-14.7% |
| Participation rate | 90.1% | 66.4%+23.8pp | 83.6%+6.5pp | 69.5%+20.6pp |
| Annual return | 17.46% | 21.38%-3.9pp | 205.93%-188.5pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,899 | $2,164-12.2% | $5,433-65.0% | $2,042-7.0% |
| Participant deferral / active EE | $3,511 | $2,303+52.5% | $4,939-28.9% | $3,169+10.8% |
| Admin fee / account holder | $68 | $455-85.1% | $13,880-99.5% | $479-85.8% |