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 | $11,349 |
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 | $52,677 | $66,601-20.9% | $92,893-43.3% | $67,579-22.1% |
| Participation rate | 85.6% | 72.5%+13.1pp | 76.0%+9.6pp | 71.3%+14.3pp |
| Annual return | 24.94% | 92.58%-67.6pp | 109.41%-84.5pp | 378.56%-353.6pp |
| Employer contribution / active EE | $1,811 | $2,775-34.8% | $3,653-50.4% | $2,148-15.7% |
| Participant deferral / active EE | $6,017 | $3,157+90.6% | $4,236+42.0% | $3,539+70.0% |
| Admin fee / account holder | $35 | $199-82.3% | $5,794-99.4% | $142-75.3% |