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 | $1,560 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,578 | $46,297-90.1% | $71,671-93.6% | $62,292-92.7% |
| Participation rate | 78.8% | 60.6%+18.2pp | 68.7%+10.1pp | 69.5%+9.3pp |
| Annual return | 41.58% | 22.32%+19.3pp | 20.65%+20.9pp | 28.90%+12.7pp |
| Employer contribution / active EE | $463 | $1,412-67.2% | $2,460-81.2% | $2,042-77.3% |
| Participant deferral / active EE | $2,047 | $2,235-8.4% | $3,438-40.5% | $3,169-35.4% |
| Admin fee / account holder | $16 | $461-96.6% | $5,558-99.7% | $479-96.7% |