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 LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,300 |
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 | $69,629 | $67,606+3.0% | $82,313-15.4% | $70,131-0.7% |
| Participation rate | 95.4% | 72.8%+22.6pp | 76.9%+18.5pp | 69.5%+25.9pp |
| Annual return | 13.32% | 21.57%-8.2pp | 25.88%-12.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $2,907 | $1,755+65.6% | $2,428+19.7% | $2,342+24.1% |
| Participant deferral / active EE | $4,241 | $2,987+42.0% | $3,706+14.4% | $3,332+27.3% |
| Admin fee / account holder | $14 | $4,512-99.7% | $5,608-99.7% | $4,645-99.7% |