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 8-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 | $8,512 |
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 | $44,598 | $55,449-19.6% | $83,848-46.8% | $56,287-20.8% |
| Participation rate | 87.2% | 68.0%+19.2pp | 76.1%+11.0pp | 69.9%+17.3pp |
| Annual return | -5.29% | -1.38%-3.9pp | 850.88%-856.2pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,898 | $2,430-21.9% | $3,631-47.7% | $2,111-10.1% |
| Participant deferral / active EE | $5,531 | $2,935+88.4% | $4,082+35.5% | $3,350+65.1% |
| Admin fee / account holder | $28 | $656-95.7% | $5,478-99.5% | $521-94.6% |